EmVision Capital Advisors offers investment management and financial advice to high net worth individuals, families, and related entities. Services include strategic planning, asset allocation, portfolio construction, and comprehensive portfolio management. EmVision may recommend third-party investment advisory firms and investments. They also provide strategic wealth planning and family office services, coordinating with other professional advisors.
Assets Under Management$180M
Clients429
Advisors12
Avg. per Client$410K
Avg. per Advisor$15M
emvisioncapital.com ·www.linkedin.com/company/emvision-capital-advisors ·www.facebook.com/emvisioncapitaladvisors
Fee Structure
Planning is included in investment management
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
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