Marilyn Cohen is a registered investment advisor at Envision Capital Management INC, based in Los Angeles, CA, with 31 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 226 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envision Capital Management's annual fees for investment supervisory services are based on a percentage of the assets they manage. The percentage varies based on the bond sector:
- Municipals: 0.43%
- Investment Grade Corporates: 0.60%
- Split-rated corporates: 0.75%
- High yield: 1.00%
Fees may be negotiable. There are no other fees associated with Envision Capital's services. Fees are billed quarterly, in advance, at the beginning of each calendar quarter, based on the value of the client's account at the end of the previous quarter.
Location
11755 Wilshire Blvd #1140, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Envision Capital Management INC
State Registrations2 states
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