Envision Capital Management offers investment advice to clients for their individual investment portfolios. They develop a client's individual investment policy through personal discussions to establish goals and objectives based on the client's circumstances. Envision Capital manages these accounts on a discretionary basis, guided by the client's stated objectives and tax considerations. Investment recommendations generally include advice regarding exchange-listed securities, securities traded over the counter, corporate debt securities, municipal debt securities, mutual fund shares, and U.S. governmental securities.
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.