Everpar Advisors LLC

EverPar Advisors LLC is a financial advisor firm established in 2023, located in Tulsa, OK. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. EverPar Advisors LLC is owned by EverPar Holdings LLC, with key owners being Timothy Koski, Michael Christian, Craig Silberg, David Ellis, and Courtney Hoffman. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Clients can expect a minimum initial investment of $1,000,000 for Comprehensive Portfolio Management services. The firm's fee structure includes an annual fee not exceeding 1.99% for Asset Management and Comprehensive Portfolio Management services. EverPar Advisors LLC utilizes the sub-advisory services of third-party investment advisory firms to aid in implementing investment portfolios. The firm does not charge performance-based fees and does not engage in directed brokerage. Investment strategies employed by the firm include Asset Allocation, Fixed Income, Long-Term Purchases, Margin Transactions, Options, and Short-Term Purchases. EverPar Advisors LLC conducts annual reviews of client accounts for Asset Management, Comprehensive Portfolio Management, and Third Party Money Management clients. The firm does not accept proxy authority to vote client securities. Additionally, EverPar Advisors LLC does not provide financial information in the brochure due to specific criteria not being met. For more detailed information, clients are encouraged to contact the firm directly.