Evercore Wealth Management, Llc

Evercore Wealth Management, Llc offers portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for individuals and/or small businesses, financial planning services, educational seminars/workshops, selection of other advisers, publication of periodicals or newsletters and portfolio management for businesses.

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Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

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A percentage of assets under management

Fixed fees

Other

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Investment Advisors

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Investment Advisors

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+1 (212) 822-7620

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Client Types

Individuals
Companies & Institutions

93.2%

640

Account Overview

Assets
Accounts
Assets per Account

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With our trusted network of advisors, we’ll connect you
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