Overview
- Total Firm Assets
- $276 million
- Average High-Net-Worth Client Portfolio Size
- $275.6 million
Fee Disclosure
Source: ENVISAGE FORM ADV PART 2A (2025-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000,000 | 0.70% |
| $50,000,001 | $200,000,000 | 0.60% |
| $200,000,001 | $500,000,000 | 0.55% |
| $500,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,000 | 0.70% |
| $5 million | $35,000 | 0.70% |
| $10 million | $70,000 | 0.70% |
| $50 million | $350,000 | 0.70% |
| $100 million | $650,000 | 0.65% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 1
- Total Client Accounts
- 2
- Non-Discretionary Accounts
- 2
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 159270
- ENVISAGE FORM ADV PART 2A (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗