Overview
- Headquarters
- Raleigh, NC
- Total Firm Assets
- $112 million
- Average High-Net-Worth Client Portfolio Size
- $7.3 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: EVERGREEN WEALTH ADVISORS CORPORATION - FORM ADV PART 2A & 2B (2026-09-16)
· View brochure text
Latest filing: EVERGREEN WEALTH ADVISORS CORPORATION - FORM ADV PART 2A WRAP FEE BROCHURE (2026-09-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.39% |
| $1,000,001 | $5,000,000 | 0.29% |
| $5,000,001 | and above | 0.19% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $3,900 | 0.39% |
| $5 million | $15,500 | 0.31% |
| $10 million | $25,000 | 0.25% |
| $50 million | $101,000 | 0.20% |
| $100 million | $196,000 | 0.20% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 51.95%
- Number of High-Net-Worth Clients
- 8
- Total Client Accounts
- 357
- Discretionary Accounts
- 357
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 326535
- EVERGREEN WEALTH ADVISORS CORPORATION - FORM ADV PART 2A & 2B (2026-09-16) (fee schedule source) · View brochure text
- EVERGREEN WEALTH ADVISORS CORPORATION - FORM ADV PART 2A WRAP FEE BROCHURE (2026-09-16) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗