EnvisionX Capital manages investment portfolios for individual investors. The firm uses a long-short strategy, investing in stocks, ETFs, and options. EnvisionX makes asset allocation decisions based on global economic and political developments, tracking macroeconomic indicators and financial markets. All client accounts are pooled together into one portfolio without tailoring.
Assets Under Management$840K
Clients2
Advisors1
Avg. per Client$420K
Avg. per Advisor$840K
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For non-qualified clients or IRA accounts. Qualified clients pay a performance fee of 20% of capital appreciation each quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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