Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

Minimum Investment:$200K
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $500/hr

Advisory fees are negotiable. The maximum annual Basic Level Advisory Fee is 0.65%. For IRAs and non-qualified individual accounts, the maximum annual investment advisory fee is 2.05%. Basic Managed Model fees are an additional 0.25%, and Professionally Managed Model fees are an additional 0.45%. Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or fixed fee (up to $10,000). There are also non-standard plan sponsor fees for mapping prior plan investment choices and ongoing reviews.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingBusiness Owners
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Advisor Information

Office location

5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918

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Regulatory 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.

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Employment History
Current Registrations
Envoy Advisory INC.
August 2022 - Present · 3 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.