Evergreen Private Wealth

Evergreen Private Wealth LLC is an investment advisory firm that offers discretionary investment supervisory services. Established in June 2019, the firm provides ongoing financial planning and investment advisory services tailored to individual client needs. Evergreen charges a wrap fee based on total assets under management, ranging from 1.50% to 0.80% for different asset levels. The firm uses an average daily balance to calculate fees, withdrawn monthly from client accounts. Clients can terminate the agreement within five business days of signing for a full refund. Evergreen primarily recommends equities and fixed income securities, with additional options for diversification. The firm acts as a fiduciary, obligated to act in the best interests of clients. Clients include individuals, high-net-worth individuals, charitable organizations, and corporations, with no minimum account requirement. Evergreen uses Fidelity Institutional as custodian and does not charge higher fees based on trading activity. The firm's investment strategies include fundamental, technical, and quantitative analysis, focusing on long-term financial plans. Clients receive quarterly account statements and have access to portfolio managers. Evergreen does not receive economic benefits from third parties for client advice and does not compensate non-advisory personnel for client referrals. The firm maintains a Code of Ethics and conducts periodic reviews of client accounts.