Kevin Ellis is a CFP-designated registered investment advisor at Envision Financial LLC, based in Brookfield, WI, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 125 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.70% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable in certain limited cases. Fees for tax or trust administration services are charged separately.
Fee Estimator
Location
375 Bishops Way Suite 232, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Envision Financial LLC
Previous Registrations
Thrivent Advisor Network, LLC
Kyle Financial Services
Kyle Financial Services
State Registrations3 states
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