Envision Capital Management Ltd
Assets Under Management
$40.5M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$826K
AUM per Advisor
$20.2M
Compensation
Fee-Only (AUM)
About This Firm
Envision Capital Management Ltd. provides discretionary portfolio management to separate account clients using a buy and hold and dividend reinvestment style. They also offer pension consulting services and general non-securities advice. A minimum of $500,000 of assets under management is required.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum account size may be negotiable.
Fee Estimator
The annual fee for portfolio management is 1.0% on the first $1,000,000 of assets under management and 0.5% on amounts above that. For example, a $2 million portfolio would be charged 1% on the first million and 0.5% on the second million. Fees are calculated and charged quarterly in arrears based on the market value of the account on the last day of the quarter. A minimum of $500,000 of assets under management is required, but this may be negotiable. They do not charge a separate fee for consulting services. Fees for insurance sales are commission-based.
Areas of Practice
Location
10245 E. Via Linda Blvd., Suite 110, Scottsdale, AZ, 85258-5316