Evergreen Advisors, LLC

Evergreen Advisors, LLC is a Tennessee-based SEC-registered investment adviser established in 2009. The firm offers portfolio management, pension consulting, financial planning, and consulting services. They provide continuous advice tailored to individual client needs, managing accounts on a discretionary or non-discretionary basis. Investment recommendations cover various securities, including mutual funds, variable annuities, and governmental securities. Evergreen Advisors charges an annual fee based on a percentage of assets under management, typically ranging from 0.25% to 1.00%. The firm primarily uses fundamental analysis, asset allocation, and mutual fund/ETF analysis in their investment strategies. They do not charge performance-based fees and act as fiduciaries for ERISA accounts. Evergreen Advisors recommends Charles Schwab & Co., Inc. as a custodian and broker, offering various services and products. The firm does not engage in principal transactions and emphasizes best execution and pro-rata allocation for client orders. Clients receive regular account reviews and reports based on the service provided. The firm does not vote proxies on behalf of clients and has no financial conditions that could impair meeting obligations.