Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm provides investment management services through advisors. The fees you pay will be determined by your advisor, and may be negotiable. Envestnet Tax and Values Overlay Services may be available at a lower overall cost in some of Advisor’s programs as compared to its other programs. In addition, lower fees for comparable services may be available from other sources.
Areas of Practice
Advisor Information
Office location
One North Wacker Drive, Suite 1925, Chicago, IL, 60606
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Debra serves as Global Chief Compliance Officer for Envestnet, Inc., Envestnet Asset Management, Inc., and related RIA affiliates, dedicating a majority of her time to these entities. Her day-to-day involvement with ESI will be roughly 10-20% of her time.