Evergreen Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,530,436
Clients
28
Advisors
1
of 1 employees
About
Evergreen Investing, LLC provides ongoing portfolio management and financial planning to individuals, trusts and corporate/business entities. The firm offers discretionary and non-discretionary investment supervisory services and develops financial plans using tools such as MoneyGuide Pro and Riskalyze.
Investment decisions draw on charting, fundamental, technical and cyclical analysis and are typically implemented through long-term strategies using ETFs, mutual funds and individual stocks and bonds, with occasional covered-call writing. Clients’ risk tolerances and objectives are documented in an Investment Policy Statement, and accounts are reviewed at least annually.
Notably, Evergreen serves corporate and business clients in addition to individual and trust accounts, a client mix that is less common among independent firms. The firm requires clients to use its recommended custodians (TradePMR and Charles Schwab) rather than directed brokerage, manages accounts without a stated minimum, and may utilize a broader range of instruments including private placements, hedge funds and covered-call options.
Client services
Expertise
Fee options
$1 - $100,000: 1.35% $100,001 - $250,000: 1.30% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.80% Above $4,000,000+: 0.70%
Fee-only: Financial Planning Fees: $500 to $1,500 for initial assessment; $250 to $750 for periodic reviews, fees are negotiable.
Main office
Castle Pines CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Evergreen Global Investment Group, LLC · Evergreen Investing LLC Dba P. A. Schopen & Associates LLC · Evergreen Investing LLC Dba Summit Financial Services Inc · Evergreen Investing, LLC · Name 917
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.
Forms ADV
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