Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
35 E. Wacker Dr., Suite 1600, Chicago, IL, 60601
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
Aaron is a board member of Ategenos Capital LLC, a Registered Investment Advisor in which Envestnet Inc. has a significant financial interest. He dedicates a few hours per week to representing Envestnet's interests.