Evermay Wealth Management, LLC
Assets Under Management
$1.2B
Number of Clients
525
Number of Advisors
18
Average Client AUM
$2.2M
AUM per Advisor
$65.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Evermay Wealth Management offers discretionary and non-discretionary investment management services, financial planning, and consulting services to retirement plans. They invest in equities, mutual funds, bonds, and other instruments. The firm uses a team-centric approach and tailors its services to meet client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets managed, billed quarterly in advance. The firm generally requires a $1,000,000 account minimum, but this may be waived. Financial planning is included for investment management clients. The standard tiered investment management fee schedule is listed in the table above. Fees may be negotiable.
Areas of Practice
Location
1776 Wilson Boulevard, Suite 520, Arlington, VA, 22209
