Envision Planning offers wealth management and financial planning services. For wealth management, Envision works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy, primarily using low-cost, diversified mutual funds and ETFs. Financial planning is offered as part of wealth management or as a stand-alone service, covering areas like investment planning, retirement planning, education savings, and insurance needs.
Assets Under Management$10M
Clients51
Advisors1
Avg. per Client$200K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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