A program for existing investors
The Wealth Ladder
The Wealth Ladder gives current EverlyMae investors a lighter weight way to add to a position over
time without re-starting onboarding or waiting for thenext large commitment.
Why we're building this
Building More Than Wealth Creating a Legacy That Lasts
You've already done the hard part. This is about making it easier to keep compounding with us.
Each step represents an additional contribution building on the position already in place. Start where you are, add on a rhythm, and step up when you're ready.
Compliance Notice
Important Notice for Non-Accredited Investors
If you are investing as a non-accredited investor through the Company's Regulation Crowdfunding portal, federal law limits the total amount you may invest in all Regulation Crowdfunding offerings during any 12-month period based on your annual income and net worth.
Your investment limit may have already been calculated using the information you previously provided to the portal. If this investment would cause you to exceed your allowable limit, it may be reduced, declined, or require you to update your financial information before proceeding.
Compliance Notice
Important Notice for Non-Accredited Investors
If you are investing as a non-accredited investor through the Company's Regulation Crowdfunding portal, federal law limits the total amount you may invest in all Regulation Crowdfunding offerings during any 12-month period based on your annual income and net worth.
Your investment limit may have already been calculated using the information you previously provided to the portal. If this investment would cause you to exceed your allowable limit, it may be reduced, declined, or require you to update your financial information before proceeding.
Why it's worth doing
Built for people who are already investors
No re-onboarding
You've already completed verification with EverlyMae.
Adding to your position doesn't require doing that process again.
You've already completed verification with EverlyMae. Adding to your position doesn't require doing that process again.
Lower amounts per addition
Contribute in smaller increments than a standard new commitment, so available capital can be put to work as it comes in.
Compounding, sooner
Capital that would otherwise wait for the next larger deployment starts working as soon as it's added.
No More Idle Capital
Sometimes smaller amounts of capital can sit on the sidelines with no return. Put that capital to work and make it productive sooner.
Compliance Notice
Important Notice for Non-Accredited Investors
If you are investing as a non-accredited investor through the Company's Regulation Crowdfunding portal, federal law limits the total amount you may invest in all Regulation Crowdfunding offerings during any 12-month period based on your annual income and net worth. Your investment limit may have already been calculated using the information you previously provided to the portal. If this investment would cause you to exceed your allowable limit, it may be reduced, declined, or require you to update your financial information before proceeding.
Videos & resources
More detail is on its way
We're producing a short series of videos and guides that walk through exactly
how the plan works, including worked examples.
We're producing a short series of videos and guides that walk through exactly how the plan works, including worked examples.
How the plan works
A short walkthrough of adding to a
position in stages, start to finish.
A worked example
Following one hypothetical position
as it moves through each step.
Setting up your plan
A guide to choosing an amount and a contribution schedule.
Get on the list
Submit your additional contribution request
Be first to know when the plan opens
Fill out the form to let us know you would like to add to your investment. Your Everly Mae advisor will review your request and follow up with you directly on next steps.
Leave your details and your EverlyMae
advisor will follow up directly.
Minimum of $2,500.00 per contribution
On your schedule, with no obligation
No need to repeat onboarding or verification
Not sure which fund you are invested with?
Log into your Investor Portal to check before you fill out the form.
Questions
FAQ's
A few things people ask
Is this only for current EverlyMae investors?
Yes. This plan is designed for people who already have an investment with EverlyMae and have completed our standard verification.
What will the plan be called?
It should be The Wealth Ladder
When can I start?
We're finalizing details now. Submit your request below and your Everly Mae advisor will follow up as soon as the program is ready.
Will there be a minimum addition amount?
Yes. The minimum for each additional contribution is $2,500.00.
Can I make additional contributions at any time?
Yes. Additional contributions are made entirely on your schedule. There is no obligation to contribute and no required amount or frequency beyond the $2,500.00 minimum per contribution. You decide if and when you would like to add to your investment.
Get on the list
Be first to know when the plan
opens
Be first to know when the plan opens
Leave your details and an EverlyMae team member will follow up with you directly.
Leave your details and your EverlyMae
advisor will follow up directly.
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