DH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B
Fee Structure
Minimum Investment:$250K
This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.
Areas of Practice
Investment Management
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Advisor Information
Office location
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Envestnet Pmc
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Portfolio Brokerage Services, INC.Broker
October 2016 - January 2020 · 3 yrs 3 mos
Raymond James & Associates, INC.
April 2011 - April 2014 · 3 yrs
Raymond James & Associates, INC. Broker
April 2011 - April 2014 · 3 yrs
Howe Barnes Capital Management, INC.
December 2008 - December 2011 · 3 yrs
Howe Barnes Hoefer & Arnett, INC.Broker
July 2005 - September 2013 · 8 yrs 2 mos
Securities America Advisors, INC.
May 2003 - March 2005 · 1 yr 10 mos
Securities America, INC.Broker
December 2002 - February 2005 · 2 yrs 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.