Envision Capital Management provides investment management to clients with separately managed accounts on a discretionary basis. They use a buy and hold and dividend reinvestment style. They also offer pension consulting services, including investment strategy preparation and selection of investment vehicles. ECM Ltd. also manages a pooled investment fund, Talisman Partners LLC.
Assets Under Management$41M
Clients42
Advisors2
Avg. per Client$970K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Account size minimum may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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