How does the advisor help clients – Key Takeaways:
ENVISION ASSET MANAGEMENT, INC. (EAM) is dedicated to providing individuals and businesses with expert financial guidance through a personalized, comprehensive approach. The firm believes in building long-term relationships with clients and offering sophisticated investment strategies and financial services.
Facts and Insights
EAM has been in business for over 25 years, offering financial expertise and services to clients. The firm has a team of experienced and knowledgeable advisors who work closely with clients to evaluate their financial goals and create customized investment plans.
The firm has a strong track record of success, with a total of $500 million in assets under management as of 2019. EAM believes in a conservative, yet strategic investment approach, and the firm has consistently outperformed market averages.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1993 | $500 million | 10 |
Financial Services Offered
EAM provides a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. The firm also offers insurance services and can help clients develop strategies to mitigate risk and protect their assets.
Client Types
The firm works with a diverse group of clients, including high net worth individuals, families, and businesses. EAM understands that each client has unique financial needs and goals and tailors its services to meet their specific requirements.
Fees & Compensation
EAM is a fee-only firm, which means that the only form of compensation it receives is through client fees. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest. The specific fee structure varies depending on the services provided and the complexity of the client’s financial situation.
Background
EAM is led by a team of experienced and credentialed professionals, including Certified Financial Planners and Chartered Financial Analysts. The firm prides itself on its commitment to continued education and staying up-to-date on the ever-changing financial landscape. The team’s combined expertise and experience make EAM a trusted and reliable advisor for clients.
Financial Advisor Disclosures to Know
EAM is a Registered Investment Advisor (RIA), which means the firm is legally obligated to act in the best interest of its clients at all times. The firm also has a fiduciary duty to provide full and fair disclosure of all important facts, including any potential conflicts of interest. EAM adheres to strict compliance and regulatory standards and is subject to annual audits and regulatory examinations.