A complete list of active advisors currently associated with IJD Evergreen Financial Services LLC
Warmer can help you find a great advisor at IJD Evergreen Financial Services LLC or one who fits your needs even better.
IJD Evergreen Financial Services LLC is an independent registered investment adviser operated by a single advisor that serves a small client base of 17 clients. The firm provides advisory and consulting services as described in its Form ADV brochure but does not offer portfolio management for individual clients. The adviser generally delivers advice and recommendations through non-discretionary engagements, working directly with clients to develop plans and periodic reviews rather than actively managing individual client portfolios. The firm’s methods and strategies are set out in its Form ADV (see Item 8) and are applied in a consultative, client-specific manner. Compared with many independent peers, the firm is uncommon in two respects: it does not provide individual portfolio management and it does not use a percentage-of-assets-under-management fee model. Prospective clients should expect a service and fee structure that differs from the typical AUM-based, discretionary model used by many independent advisers.
To learn more about the advisors currently working at IJD Evergreen Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Shoreline, WA
| 19
|
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