Assets Under Management
$40.5M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$826K
AUM per Advisor
$20.2M
Compensation
Fee-Only (AUM)
Envision Capital Management Ltd. provides discretionary portfolio management services to separate account clients, employing a buy-and-hold and dividend reinvestment strategy. They also offer pension consulting services and investment advice to Talisman Partners LLC.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Account size may be negotiable under certain circumstances.
10245 E. Via Linda Blvd., Suite 110, Scottsdale, AZ, 85258-5316