Envision Wealth Planning offers discretionary investment management and personalized financial planning services. Envision Wealth Planning builds custom portfolios based on individual goals, time horizons, and risk tolerance, and also manages held-away accounts like retirement plans using third-party technology. In addition to portfolio management, Envision Wealth Planning provides comprehensive financial planning through its Envisioneering process, covering retirement, tax strategies, estate planning, insurance, education funding, and specialized student loan consulting. Envision Wealth Planning works with individuals, high-net-worth clients, trusts, estates, and business owners, operating as a registered investment advisor based in Chicago, Illinois.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $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% |
Fees are generally not negotiable for new clients, but may be negotiable for grandfathered clients based on historical relationships and account composition.