Enrique Gelpi is a registered investment advisor at Envestnet Pmc, based in greenville, SC, with 14 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
greenville, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Enrique is a board member of Magnalia Foundation, a non-profit organization, since 2021. He dedicates minimal time to attending meetings and voting on matters concerning the foundation.
Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
State Registrations1 state
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