Frequently Asked Questions

General

What type of clients do you serve?

We serve individuals, families and institutions. All who value a trusted financial partner to assist in preserving and growing their wealth.

What is the average portfolio value of an Evermay client?

We don’t view any portfolio as average. Our clients’ portfolios generally range from $1 million in assets to more than $20 million.

Are my assets safe?

We work with a select group of well-known, unaffiliated third-party custodians who hold your assets. Transactions are transparent and available to our clients from the custodian. Further, these custodians send trade confirmations and account statements to our clients on a regular basis.

How are you compensated?

Our fee is based on a percentage of the assets that we manage. Clients are billed quarterly and the majority pay our fee directly from their portfolios. Our sole compensation is this fee.

Getting Started

Do you have a minimum portfolio requirement?

Yes, $1 million. Our minimum requirement allows us to maintain a low client-to-advisor ratio and more intensely focus our efforts on each client.

What information do you need from me to generate a proposal?

As part of our strategic planning process, we request an inventory of all of your assets, liabilities and insurance policies. We also seek a clear understanding of your estate plan, retirement timeframe, tax situation, goals and tolerance for risk.