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Evergreen Gavekal

Fee Schedule

Fee-based investment advisory clients

Below is our general fee schedule. However, note that the specific way we charge is established in your written agreement with us. In consideration of our services hereunder, you will pay us a fee quarterly. Lower fees for comparable services may be available from other sources.

*Annual fee is charged over a four-quarter period. (Example: 1.00% / 4 = 0.25% quarterly.) 

Although some clients pay different fees, based upon their contract fee schedules, we will not treat higher-paying clients more favorably. Fees are due and payable on the first day of each calendar quarter and are generally deducted from your accounts. 

New clients will be billed quarterly in arrears, using an average daily balance calculation. 

 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES