Ever Green Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ever Green Wealth Management is an SEC‑registered independent investment adviser that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm constructs customized portfolios or places clients into model portfolios composed primarily of low‑cost mutual funds and ETFs and may also use individual stocks, bonds or corporate debt securities as appropriate.
The adviser’s investment approach combines fundamental, technical, cyclical and charting analysis and is primarily long‑term focused while allowing shorter‑term trades for rebalancing or to meet client needs. Portfolios are tailored to each client’s risk profile, time horizon, income needs and tax situation, are monitored on a continuous basis with formal reviews at least annually, and clients may impose reasonable investment restrictions that the firm will consider.
The brochure reports approximately $80.26 million in discretionary assets under management across 363 client relationships, producing an unusually high client load relative to most peers in this category. Ever Green discloses its use of the Schwab Institutional custody platform and related institutional services and technology to support trading, reporting and back‑office functions, and notes it does not accept custody of client assets except for authorized fee deductions.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.0% $2,500,001 - $5,000,000: 0.8% Over $5,000,000+: 0.5%
Fee-only: Single combined fee for investment management and financial planning services based on assets under management; fees are negotiable and can be waived or discounted
Main office
6535 Anthony Drive, Suite A
Victor NY 14564
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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