Everhart Advisors Fees & Minimum

Overview

Headquarters: Dublin, OH
Total Firm Assets: $2.5 billion
Average High-Net-Worth Client Portfolio Size: $3.2 million

Fee Disclosure

Source: EVERHART ADVISORS ADV PART 2A (2026-09-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$3,000,000	1.00%
$3,000,001	$10,000,000	0.80%
$10,000,001	$20,000,000	0.60%
$20,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$46,000	0.92%
$10 million	$86,000	0.86%
$50 million	$266,000	0.53%
$100 million	$466,000	0.47%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 74.21%
Number of High-Net-Worth Clients: 579
Total Client Accounts: 6,105
Discretionary Accounts: 5,986
Non-Discretionary Accounts: 119

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 107091

EVERHART ADVISORS ADV PART 2A (2026-09-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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