Envisage provides investment services, consulting, planning, family office services, life insurance, and estate planning. They work with a network of experts to deliver wealth planning solutions. Envisage manages financial assets in separately managed accounts for U.S. residents. They help clients define their needs and goals, emphasizing wealth, succession, estate, risk, and tax planning. Envisage also acts as an intermediary for variable universal life insurance and variable annuity products.
Assets Under Management$0
Clients1
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.70% |
| $50.0M - $200.0M | 0.60% |
| $200.0M - $500.0M | 0.55% |
| $500M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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