Envision Retirement is a registered investment advisor founded in 2018 and based in Tempe, Arizona. The firm specializes in managing personalized investment portfolios and providing comprehensive financial planning services to individuals, high-net-worth individuals, and pension plans. Envision Retirement uses a strategic asset allocation approach, primarily investing in no-load mutual funds and exchange-traded funds with an emphasis on diversification. Their financial planning services cover a broad range of areas, including retirement planning, cash flow and debt management, tax planning strategies, estate planning, college savings, and risk management. The firm operates as a fiduciary, legally required to act in your best interest at all times. Envision Retirement manages assets on a discretionary basis, meaning they make trades on your behalf based on your agreed-upon investment strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and calculated based on the average daily balance of assets under management.