Evermay Wealth Management LLC

Retirement Planning Firm in Arlington, VA

Firm Info
Address: 1776 Wilson Blvd #520, Arlington, VA 22209, USA
Phone: (703) 822-5696

Firm Size
Assets Under Management: $857 million
# of Advisors: 8
# of Clients: 1,127
Client to Advisor Ratio: 141:1
Average Account Size: $760,443
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Evermay Wealth Management, LLC Overview

Evermay Wealth Management, LLC is a Washington, D.C.-based investment advisory firm that has been providing financial advice to clients since 2009. The firm operates as a fee-based organization, charging clients a percentage of their overall assets to manage their portfolios. The firm's headquarters are located in Arlington, Virginia, and serves individuals, small businesses, and institutional clients with regards to financial planning and portfolio management services. As an investment advice-only firm, Evermay Wealth Management, LLC is focused on providing expert guidance to its clients. The firm's advisors work closely with individuals and businesses to help them manage their financial portfolios and achieve their long-term financial goals. Evermay Wealth Management, LLC offers services such as financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. In addition to its core services, Evermay Wealth Management, LLC helps its clients select other advisors. This is an important feature for those working with complex financial structures or looking to diversify their holdings. The firm assists clients in finding the right investment advisor to fit their specific needs. Overall, Evermay Wealth Management, LLC provides a range of valuable financial services to its clients, making it a respected player in the investment advisory industry.

EVERMAY WEALTH MANAGEMENT, LLC is renowned for the wide range of clients it serves. From individuals seeking to secure their financial future, to high net worth individuals desiring tailored investment solutions, EVERMAY WEALTH MANAGEMENT, LLC delivers customized services to meet diverse client needs. Additionally, the firm has extensive experience serving charitable organizations by effectively managing their financial resources. With a client-focused approach, EVERMAY WEALTH MANAGEMENT, LLC has built a reputation as a leading advisory firm for corporations of all types. When it comes to fee structures at EVERMAY WEALTH MANAGEMENT, LLC, clients have different options depending on the service provided. For investment management services, the firm offers a percentage of assets under management (AUM) as the fee structure. This approach aligns the interests of the firm with those of the clients as the fees charged will be commensurate with the success of the investment portfolio. For other services such as financial planning and advisory services, fixed fees are available. This fee approach provides clients with a predictable cost structure and ensures the firm strives to deliver exceptional value in service delivery. With a flexible fee structure, EVERMAY WEALTH MANAGEMENT, LLC guarantees clients receive tailored financial services that meet their specific objectives.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, EVERMAY WEALTH MANAGEMENT, LLC does not have a specific investment minimum. However, clients will be subject to a minimum annual fee of $5,000, regardless of the size of their account.

How This Office Can Help Arlington, VA Residents

Evermay Wealth Management LLC is a financial advisory firm that offers wealth management services to clients in Arlington, VA. They provide clients with personalized financial solutions that are tailored to their specific needs and goals. Their team of experienced and knowledgeable financial advisors works closely with each client to understand their current financial situation, and then create a customized plan to help them achieve their financial objectives. Arlington, VA is a thriving city that presents unique financial challenges to residents. For instance, many individuals and families may find it challenging to navigate the extremely competitive real estate market in Arlington. Evermay Wealth Management LLC helps its clients to make informed decisions when it comes to real estate investment, tax planning, and estate planning. They assist clients in making smart investment decisions, identifying hidden financial risks, and optimizing their retirement plans. With the expertise of Evermay Wealth Management LLC, clients in Arlington, VA can achieve financial freedom and peace of mind.

To view the Minimum Investment and Fee Schedule for Evermay Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Evermay Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Evermay Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1776 Wilson Blvd #520, Arlington, VA 22209, USA
Phone (703) 822-5696
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Evermay Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Maryland
  • Massachusetts
  • Michigan
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington
  • West Virginia

Disciplinary History

Evermay Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.