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Kaitlenn Elizabeth Vercio

Evergreen Capital Management LLC

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About Kaitlenn Elizabeth Vercio

Kaitlenn Vercio is a financial advisor with over 7 years of experience in the industry. Kaitlenn is registered with the state of Washington as an Investment Advisor Representative and is a CERTIFIED FINANCIAL PLANNER™. Kaitlenn's career includes work with Synergy Financial Management, LLC, Trutina Financial and Evergreen Gavekal. Kaitlenn is currently employed with Evergreen Capital Management LLC. Kaitlenn specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, pooled investment vehicles, and corporations. Kaitlenn is also a board member of the Financial Planning Association of Puget Sound and is actively involved in the financial planning community.

Firm Information

Kaitlenn Vercio is currently registered with Evergreen Capital Management LLC. Evergreen Capital Management LLC is an investment advisor located in BELLEVUE, WA, United States. They manage over $4.55 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm offers a range of services including financial planning, portfolio management, and educational seminars.
Evergreen Capital Management LLC

1412 112TH AVE NE

BELLEVUE, WA 98004

$4.55B

Assets Under Management

1

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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unsolicited investment advice on an ad hoc basis

Unsolicited investment advice on an ad hoc basis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Negotiated fees for ad hoc unsolicited investment advice

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Kaitlenn Vercio’s Registration & Firm History

WA

09/28/2015 - Present

Evergreen Capital Management LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 07/19/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaitlenn Elizabeth Vercio.
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