Envision Financial Services & Asset Management manages individually tailored investment portfolios and offers comprehensive financial planning services. Envision creates personal investment policies with asset allocation targets based on each client's specific goals, time horizons, risk tolerance, and liquidity needs. The firm also manages held away accounts through a third-party platform. Envision's financial planning services cover business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal-setting, insurance analysis, investment analysis, retirement planning, risk management, and tax planning strategies. Envision serves individuals, high-net-worth individuals, corporations, and other businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable and calculated as a blended rate across asset levels.