Everest Financial Group

Everest Financial Group, LLC is a registered investment advisor based in Minneapolis, Minnesota, providing personalized investment advisory services since 2005. The firm's principal owners are John W. MacKimm II, James J. Matejcek, Nikolas P. Wogstad, T. Stanley Diong, and Dennis Tiow Chan. They offer financial planning services, including modular and comprehensive plans, financial reviews, and consultations. Investment management services are provided through Charles Schwab & Company, Inc., with fees based on a percentage of assets under management not exceeding 2.5% annually. The firm does not charge performance-based fees. Clients can expect investment strategies such as long-term and short-term purchases, trading, short sales, and model asset allocation portfolio programs. Everest Financial Group, LLC operates as a fiduciary, acting in the best interest of clients, and does not have any disciplinary events to report. The firm's IARs are also registered representatives of Osaic Wealth, Inc., a broker/dealer, and may earn commissions when selling securities and insurance products. Clients receive quarterly statements and have the option for annual account reviews. The firm does not vote proxies on behalf of clients. Clients are responsible for voting proxies and will receive proxy materials directly from the custodian.