Re-Envision Wealth is a registered investment advisor founded in 2018, operating in New York. The firm offers comprehensive wealth management, investment consulting, financial planning, and specialized Separately Managed Account strategies that align with personal values, such as companies prioritized by satisfaction among BIPOC women. Services include retirement planning, cash flow analysis, tax planning strategies, estate planning coordination, education funding, and divorce financial planning. Re-Envision Wealth works primarily with affluent and high net worth individuals, families, and institutions, offering both discretionary and non-discretionary investment management. The firm emphasizes asset allocation without market timing and utilizes third-party custodians like Charles Schwab and Fidelity to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable for accounts over $25,000,000. Investment consulting services carry a $5,000 minimum annual fee.