Everest Management Corp.

Everest Management Corp. is a registered investment advisor established in 2006 by Ramprasad Satagopan and Ranga Srinivasan. The firm specializes in providing personalized financial planning and investment advisory services to individuals, high net worth individuals, trusts, estates, and small businesses. Everest is a fee-only firm and acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm's investment strategy focuses on long-term goals and objectives, utilizing a core and satellite approach with diversified mutual funds and exchange-traded funds. Clients have the option to have Everest manage their assets on a discretionary basis. Key Consumer-Facing Terms: - Minimum Relationship Size: The firm has amended its minimum relationship size. - Fee Structure: Fees for investment management services range up to 0.95% annually, with additional services billed at an hourly rate of $300 per hour. - Fiduciary Responsibility: Everest serves as a fiduciary to clients, acting in their best interests. - Investment Discretion: Everest generally has discretion over the selection and amount of securities to be bought or sold in client accounts. - Custody: Everest does not accept or maintain custody of client accounts, except for the deduction of advisory fees. - Privacy Policy: Everest is committed to safeguarding clients' personal information and does not sell or provide such information to third parties. For more detailed information, you can contact Everest Management Corp. at (408) 502-6015 or visit their website at https://everest-mgmt.com.