Envest Advisors offers investment management services to clients, determining investment strategies based on their goals and risk tolerance. Envest Advisors may use sub-advisors or third-party managers to manage client assets. Envest Advisors also has co-advisor relationships with firms like Gradient Investments, LLC. Clients may have a financial plan completed at no additional cost.
Fee Structure
Envest Advisors offers investment management services with fees based on the amount of your portfolio.
Direct Asset Management & Orion Portfolio Solutions:
- Up to $249,999: 1.75% per year
- $250,000 to $999,999: 1.50% per year
- $1,000,000 to $4,999,999: 1.25% per year
- Over $5,000,000: 1.00% per year
These fees are negotiable. When using sub-advisors, you will not pay additional fees.
Gradient Investments, LLC (Co-Advisor): Fees are based on the portfolio type and are negotiable. For example, Strategic Portfolios have a 2.00% annual fee, split between Gradient Investments (1.00%) and Envest Advisors (1.00%).
Howard Capital Management, Inc. (Third Party Manager): Fees are based on the HCM Fund and are negotiable. For example, HCM Dividend Sector Plus has a 2.00% annual fee, split between HCM (1.25%) and Envest Advisors (.75%).