Everest Wealth Management
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on other things in life such as family, friends, career, physical health, spirituality and the enjoyment of life. Our clients experience peace of mind, knowing they have partnered with a qualified professional to help them with life's financial decisions. We believe we differentiate ourselves through our qualifications, objectivity, and comprehensive financial advisory services. And, you get the professional you hired when you call and working day-to-day for you.
We believe our investment approach differs materially from most advisors’ approaches:
- More active asset allocation
- Contrarian/value investment approach (see Planning Specialties for explanation)
- Broader investment opportunity set, including alternative and private investments
Ongoing annual fees are based on assets under management:
- 1.0% on first $800,000
- 0.8% on next $1,200,000
- 0.5% on next $2,000,000
- 0.2% on remaining over $4,000,000
The minimum quarterly asset management fee is $2,500 for wealth management clients. Most of our wealth management clients' portfolio values (excluding current employer retirement accounts) are between $1 million and $13 million. In appreciation for our clients’ loyalty over the years, EWM clients are awarded every 6th year of EWM services for free.
Everest Wealth Management is located in Leawood, Kansas. We have clients as far as Arizona, Washington, Florida, and Minnesota. Please visit our website for more detail on our qualifications and services - www.everestwealth.com - and call us to schedule a free, no-obligation consultation.