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Updated September 28, 2026. Quick answer: EverGreen Wealth Management’s brochure states plainly, in Item 7 (Types of Clients), that there is not an account minimum. No minimum dollar account size, minimum annual fee floor, or any other dollar threshold for opening or maintaining an account appears anywhere else in the document.
The minimum, in the firm’s own words
EverGreen Wealth Management’s brochure states plainly, in Item 7 (Types of Clients), that there is not an account minimum. No minimum dollar account size, minimum annual fee floor, or any other dollar threshold for opening or maintaining an account appears anywhere else in the document.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| EverGreen’s general advisory relationship | No stated minimum | Varies with account size | Not applicable, no minimum to waive |
| Source: Form ADV Part 2A, March 20, 2026 | |||
EverGreen Wealth Management’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, EverGreen Wealth Management’s own Form ADV Part 2A (March 20, 2026) works out to $10,000 a year under its published fee schedule.
Other firms’ minimum investments
Read this one, this one too, and one more.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 20, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022473
- SEC Investment Adviser Public Disclosure, EverGreen Wealth Management, LLC (CRD #174090): https://adviserinfo.sec.gov/firm/summary/174090
- EverGreen Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/174090/PDF/174090.pdf
Methodology. This page was built September 28, 2026, quoting directly from EverGreen Wealth Management’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.