Envision Retirement manages investment portfolios and provides financial planning services. They work with individuals, high-net-worth individuals, and pension plans. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. They also offer pension consulting services to employer plan sponsors.
Assets Under Management$80M
Clients193
Advisors3
Avg. per Client$410K
Avg. per Advisor$27M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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