Envestnet Portfolio Solutions, INC.
Assets Under Management
$29.3B
Number of Clients
129,586
Number of Advisors
4
Average Client AUM
$226K
AUM per Advisor
$7.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Envestnet Portfolio Solutions (EPS) offers investment management and advisory services through independent advisors for their clients and directly to institutional clients. EPS provides a range of sub-advisory services through its Private Wealth Management programs, leveraging its wealth-tech platform and affiliate Envestnet Asset Management (EAM). EPS also offers advisory service tools, investment research, and due diligence to advisors.
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
Location
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606