Ever Green Wealth Management Review
computer Visit Site phone 585-742-0271 print Print Report
October 4th, 2022
Ever Green Wealth Management, registered in 2019, serves 1 state(s) with a licensed staff of 1 advisors. Ever Green Wealth Management manages $49.7 million and provides investment advisory services for 230 clients (1:230 advisor/client ratio).
Firm Information
| Summary | Firm |
| Overall Rating | |
| Minimum Investment | $0 |
| Average Client Balance | $215,994 |
| Total AUM | $49.7 million |
| Fee Range | AUM fee range from 1%-1.25% depending on account balance. Please contact us for more details |
| Advisor / Client Ratio | 1:230 |
| Languages Offered | English |
| Specialities | Retirement Planning, Women Professionals, Small Business, Retirees |
| Website | Visit Site |
| Phone Number | 585-742-0271 |
| Headquarters | Victor, NY |
| Locations | See locations |
| Visit Profile | |
| SEC Filings | View SEC IAPD CRD #297459 |
Investment Philosophy
When you work with Ever Green Wealth Management clients future & objectives will be treated with the same respect as if they were our own. We customize a strategy to be consistent with clients risk tolerance and strive to build portfolios to help meet our clients goals. We are fee-only fiduciaries committed to putting our client interests first.
Disciplinary Questions
After checking the disciplinary records of Ever Green Wealth Management, our system found no disciplinary questions to ask. Checks take place monthly.
Conflict Questions
After checking the regulatory records of Ever Green Wealth Management, our system has identified the following question(s) to ask. Learn more.
Which securities does Ever Green Wealth Management trade for itself that it will also be recommending to me?
Ever Green Wealth Management has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.
Our system found no other conflict questions to ask. Checks take place monthly.
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Ever Green Wealth Management:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").
FAQs
What services can Ever Green Wealth Management provide?
As a financial advisory firm, Ever Green Wealth Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. For further detail, see our articles on different types of advisors and financial advisor services.
Where is Ever Green Wealth Management headquartered? Which states do its financial advisors serve?
Ever Green Wealth Management is headquartered in Victor, NY and currently serves in 1 state: New York.
What is the average client balance at Ever Green Wealth Management?
While Ever Green Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $215,994. In total, Ever Green Wealth Management manages $49,678,658 in assets.
What is the historical performance of Ever Green Wealth Management?
Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.
Can I write a review of Ever Green Wealth Management or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
Other Firms
This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022*. For data support, email "support@investor.com". Views: 356 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
*SEC data last verified 10/04/2022. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process.