Envoy Advisory INC.
Assets Under Management
$533.9M
Number of Clients
1,808
Number of Advisors
11
Average Client AUM
$295K
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Envoy Advisory offers investment recommendations to plan sponsors and participants of 403(b) retirement plans, as well as individuals. Services include developing investment policy statements, selecting investment options, and offering managed model programs. They also provide financial planning and consulting services on an hourly or fixed-fee basis.
Fee Structure
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
Location
5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918