Envision Financial Services & Asset Management manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Envision also offers ongoing financial planning for a monthly fee.
Assets Under Management$49M
Clients37
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Annual fees are negotiable. Multiple accounts within the same household will be aggregated and treated as one account for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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