Envision Financial offers tailored investment advice and financial planning to individuals. They manage investments, create financial plans, and offer tax and estate planning services. Envision typically manages assets with the ability to make trades without asking first, using exchange-traded funds and mutual funds, but may also use individual stocks and bonds.
Assets Under Management$350M
Clients125
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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