Everest Consultants, LLC
Assets Under Management
$633.1M
Number of Clients
477
Number of Advisors
N/A
Average Client AUM
$1.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Everest Consultants, LLC is an independent investment advisory firm offering tailored investment programs based on clients' financial needs, risk tolerance, and investment philosophy. They provide services to individuals, businesses, and retirement plans, utilizing Schwab and other outside advisors for custody and brokerage services. They monitor investments, perform asset allocation analysis, and recommend changes as needed.
Fee Structure
Everest Consultants is compensated by charging a fee based on a percentage of the assets managed. The specific fee is negotiated with each client. In some cases, clients may be invested in investments with an Outside Adviser, and Everest may bill an invoice for the fee. Otherwise, fees are deducted directly from the client's investment account. Everest does not receive commissions or 12b-1 fees.
Areas of Practice
Location
443 North Franklin Street, Suite 210, Syracuse, NY, 13204