Envision Financial Planning provides financial planning and investment advice to help clients achieve financial security. They offer various advisory programs and services, including financial planning, consulting, and asset management. Financial planning covers topics like retirement, tax, education, and estate planning. Asset management involves investing in securities like stocks, bonds, and ETFs, with advisors typically having full investment discretion.
Assets Under Management$390M
Clients265
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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