Evergreen Fps, Inc. is a large advisory firm based in Charlotte. It manages $1.17 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Massachusetts and North Carolina.
Evergreen Fps provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Evergreen Fps, Inc. is $1.17 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Evergreen Fps, Inc. for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dennis Henry Ferro has been acting as President since 1 Jun 2003. Matthew Charles Moss joined the executive team most recently as the Chief Financial Officer.
The principal office where Evergreen Fps, Inc. performs its advisory services is located at 401 South Tryon Street, Charlotte, NC 28202, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-383-6369 or by fax 704-383-6020. The normal business hours are 8 am - 5 pm on Monday - Friday.