Envision Asset Management offers investment management and financial consulting services. The firm aims to build wealth by managing risk and optimizing returns for corporate executives, professionals, business owners, and retirees. Envision operates on a fee-only basis and acts as a legally required to act in your best interest.
Assets Under Management$56M
Clients27
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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