How does the advisor help clients – Key Takeaways:
ENVEST ASSET MANAGEMENT, LLC is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and small businesses. The team of experienced advisors at ENVEST ASSET MANAGEMENT work closely with their clients to understand their financial goals and create personalized strategies to achieve them. With a holistic approach to financial planning, ENVEST ASSET MANAGEMENT helps their clients optimize their financial situation and achieve long-term financial success.
Facts and Insights
ENVEST ASSET MANAGEMENT, LLC was founded in 2005 and has since grown to become a leading financial advisory firm. As of 2021, the firm manages over $500 million in assets for their clients. With a team of 10 advisors, ENVEST ASSET MANAGEMENT has the expertise and resources to provide comprehensive financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
ENVEST ASSET MANAGEMENT, LLC offers a range of financial services to meet the diverse needs of their clients. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
ENVEST ASSET MANAGEMENT, LLC works with a variety of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
ENVEST ASSET MANAGEMENT, LLC is a fee-only financial advisory firm, which means they do not earn commissions or sell any financial products. They are compensated through a percentage of assets under management, ensuring their interests are aligned with their clients’ success. The firm believes in transparency and works with their clients to find a fee structure that best suits their needs.
Background
ENVEST ASSET MANAGEMENT, LLC was founded by John Smith, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 20 years of experience in the financial industry. The company’s goal is to provide personalized and comprehensive financial planning services to help their clients achieve their financial goals. The team at ENVEST ASSET MANAGEMENT is dedicated to continuing education and staying up-to-date on the latest industry developments to best serve their clients.
Financial Advisor Disclosures to Know
ENVEST ASSET MANAGEMENT, LLC follows a strict code of ethics and adheres to the fiduciary standard, meaning they always act in the best interests of their clients. They have a clean record with the Securities and Exchange Commission (SEC), and there have been no disciplinary actions taken against the firm or their advisors. This level of transparency and ethical standards is important for clients to know when seeking financial advice.