Re-Envision Wealth provides financial planning and investment management services to individuals, families, and institutions. The firm offers services such as cash flow analysis, debt management, risk management, employee benefits review, retirement planning, estate planning, education planning, tax planning, divorce planning, and investment consultation. Re-Envision Wealth typically manages investments with discretionary authority.
Assets Under Management$120M
Clients70
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$29M
Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees negotiable for accounts above $25,000,000. Minimum annual fee of $5,000 for investment consulting services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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