Lenward Jones is a ChFC-designated registered investment advisor at Envision Planning, LLC, based in Hendersonville, NC, with 3 years of industry experience. Lenward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
100 Chadwick Square Court, Suite E, Hendersonville, NC, 28739-3233
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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.
Learn about disclosures →Other Business Activities
Lenward is the sole member of Wesley Jones CPA PLLC, providing tax preparation, projections, and consulting services since 1998. He dedicates full-time hours during tax season and over half his time during the rest of the year to this business.
Employment History
Current Registrations
Envision Planning, LLC
State Registrations1 state
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