Everbank Wealth Management, Inc. (Jacksonville)

Everbank Wealth Management, Inc. is a large advisory firm based in Jacksonville. It manages $118.24 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Everbank Wealth Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Everbank Wealth Management: assets under management

The assets under management (AUM) of Everbank Wealth Management, Inc. is $118.24 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.06 million in discretionary accounts and $82.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $82.18 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Everbank Wealth Management, Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Everbank Wealth Management, Inc.

Christine D Haedike has been acting as President since 1 Jul 2013. Kevin Timothy Swanson has served as the Chief Investment Officer since 1 May 2011. Tiaa Board Of Overseers joined the executive team most recently as the 100% Owner Of Teachers Insurance And Annuity Association Of America.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Jacksonville

The principal office where Everbank Wealth Management, Inc. performs its advisory services is located at 301 W. Bay Street, Jacksonville, FL 32202 The mailing address of the firm is 8300 Eager Road, St. Louis, MO 63144. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-281-6000 or by fax 904-623-8190. The normal business hours are 8:30am-5:30pm est m-th 8:30am-4pm est f on Monday - Friday. You can find more information about the New York firm at everbank.com.

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