Envest Asset Management manages individually tailored investment portfolios on both a discretionary and non-discretionary basis, often incorporating socially responsible and environmental, social, and governance strategies. Envest Asset Management develops personal investment policies, asset allocation targets, and custom portfolios based on individual client goals, values, and tax considerations. In addition to investment management, Envest Asset Management offers comprehensive financial planning covering retirement, cash flow, debt management, college savings, employee benefits, estate planning, risk management, and tax planning strategies. The firm also provides pension consulting and employee benefit plan services to corporate plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees for accounts over $5,000,000 are negotiable. Firm may also charge flat fees in lieu of percentage fees.
