Envest Asset Management (EAM) manages investment portfolios and provides financial planning services like retirement planning, risk management, and college savings. EAM may use socially responsible and environmental, social, and governance investing. EAM can recommend third-party money managers. EAM also offers educational seminars and speaking engagements.
Assets Under Management$46M
Clients67
Advisors2
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
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 are negotiable for accounts over $5,000,000. For accounts less than $250,000, EAM may charge a combination of fixed fee and asset-based fee, typically ranging from $500 to $2,500, unless waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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