Evergreen Capital Management Review


Trust Score 98%
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Evergreen Capital Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 22 advisors. Evergreen Capital Management manages $2.3 billion and provides investment advisory services for 737 clients (1:34 advisor/client ratio).

Fees generally range from 0.125% to 1.50% per year depending on the market value and investment objectives of your account(s).

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Avg Account Balance $3,116,145
Hybrid Advisor No
Disciplinary History No
Total AUM $2.3 billion
Advisor / Client Ratio 1:34
Headquarters Bellevue, WA
SEC Filings Forms and Brochures


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