Envision Wealth Planning offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and corporations. Envision's financial planning process includes visualizing goals, organizing financial information, analyzing options, optimizing strategies, and activating the plan. They also offer consultation services for specific financial topics.
Assets Under Management$18M
Clients112
Advisors1
Avg. per Client$160K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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