AK
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
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Portfolio Brokerage Services, INC.Broker
February 2014 - January 2020 · 5 yrs 11 mos
Strategic Advisers, INC.
June 2012 - June 2013 · 1 yr
Fidelity Brokerage Services LLCBroker
September 2011 - June 2013 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2010 - June 2011 · 1 yr
Morgan Stanley Smith Barney Broker
May 2010 - June 2011 · 1 yr 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.