Overview
- Headquarters
- Berwyn, PA
- Total Firm Assets
- $614.9 billion
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $10,000
Fee Disclosure
Source: ENVESTNET ASSET MANAGEMENT ADV PART 2A (2025-11-19)
· View brochure text
Latest filing: ENVESTNET ASSET MANAGEMENT ADV PART 2A (2026-06-30)
· View brochure text
Latest filing: ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (2026-06-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.21% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,100 | 1.21% |
| $5 million | $60,500 | 1.21% |
| $10 million | $121,000 | 1.21% |
| $50 million | $605,000 | 1.21% |
| $100 million | $1,210,000 | 1.21% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 31.10%
- Number of High-Net-Worth Clients
- 93,557
- Total Client Accounts
- 2,241,364
- Discretionary Accounts
- 2,241,364
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 111694
- ENVESTNET ASSET MANAGEMENT ADV PART 2A (2026-06-30) · View brochure text
- ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (2026-06-30) · View brochure text
- ENVESTNET ASSET MANAGEMENT ADV PART 2A (2025-11-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗