When EVERWEALTH® was founded more than 20 years ago, we set out to change the way traditional wealth management was performed. While most of the brokers who claim to be wealth managers simply recommend investment products and leave it at that, we take a holistic approach to your wealth by creating a wealth management plan that encompasses everything you want to achieve, and we then utilize our Process to ensure it stays on track. Utilizing our planning tools,  we’ve bridged the gap between technology and human interaction, while still focusing on building lasting relationships. After all, we’re still a family-operated business at heart, and we tend to keep it that way.

For our private wealth management clients, we primarly custody accounts with TD Ameritrade Institutional. We periodically analyze the custodial marketplace to see if there are better fits for these types of accounts, and make changes when we deem them to be prudent. For our Retirement Plans, it becomes a little more complex, and we analyze each plan according to the different aspects of the plan design to determine where the plan should be held.

Once your accounts are established, your account custodian will provide you with a point-of-entry where you can login and view your accounts. As part of our Process, we make it a priority to ensure that you are comfortable with being able to access your account online.

We receive one simple fee based upon a percentage of the assets that we manage. In some specific cases, we will negotiate our fees, but primarily for our private wealth management clients, our fees typically follow the following schedule…

For our Retirement Plan Consulting Services, our fees typically follow the following schedule…

For our private wealth management clients, we primarily utilize highly liquid funds, meaning that money can typically be made available within 1-3 business days.