Everence Trust Company Review


Trust Score 85%
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Everence Trust Company, federally registered in 2001, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 59 advisors. Everence Trust Company manages $2 billion and provides investment advisory services for 3,919 clients (1:67 advisor/client ratio).

Everence Trust Company requires a $50,000 minimum investment and charges a blended rate 1.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 67 clients (industry average 1:50)
  • Firm has been federally registered for only 17 years
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $424,326
Hybrid Advisor No
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:67
Headquarters Goshen, IN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $100,000 1.50%
$1,000,001 to $250,000 0.90%
$250,001 to $500,000 0.80%
$500,001 to $750,000 0.70%
$750,001 to $1,000,000 0.60%
$1,000,001 to $1,500,000 0.50%
$1,500,001 to $2,000,000 0.40%
$2,000,001 to $3,000,000 0.30%
$3,000,001+ Negotiable


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