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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber catalystDelta foundation +more
- Established Date
- 03-11-2020
- Office Locations
- 1
Office Locations
About Evergreen Wealth Services
Evergreen Wealth Services is an independent, fee-only fiduciary RIA providing financial planning and investment management for individuals and families, with a specialty in guiding clients through difficult life transitions (e.g., loss or incapacitation of a spouse, terminal illness, or adult children taking over parents’ finances). Based in Mooresville, NC, it serves clients locally and virtually nationwide, primarily using ETFs and public funds; custody is via Schwab.
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Owner & Executives
MICHAEL FUHR
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #5433127
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,463,655 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,463,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,463,655
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,378,516,424 | 20.3% |
| Public Funds | $814,886,556 | 12.0% |
| U.S. Government/Agency | $889,584,491 | 13.1% |
| Cash | $1,147,631,900 | 16.9% |
| Municipal Bonds | $2,560,101,931 | 37.7% |
| Total | $6,790,721,302 | 100.0% |