Envoy Advisory offers investment advice to retirement plans and their participants, as well as individuals. They focus on creating suitable investment menus for retirement plans, working with third-party service providers to manage plan assets. For individuals, Envoy offers similar services for IRA and non-qualified accounts, with options for both self-directed and managed portfolios. They also provide financial planning and consulting services.
Assets Under Management$530M
Clients1,808
Advisors9
Avg. per Client$300K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Envoy Advisory charges fees for different levels of advisory services:
- Basic Level Advisory Fee: Up to 0.65% annually.
- Basic Managed Model Advisory Fee: An additional 0.25% annually for target-date models.
- Professionally Managed Model Advisory Fee: An additional 0.45% annually for risk-based models.
These fees are in addition to the Basic Level Fee. Fees may be negotiable and can vary based on account size and complexity.
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