About ENVISION WEALTH MANAGEMENT, INC.
ENVISION WEALTH MANAGEMENT, INC. is a financial advisory firm that has been serving clients for over 20 years. Founded in 1998, the company prides itself on providing customized financial solutions to individuals and families to help them achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a diverse range of financial services to meet various client needs
- Focuses on building long-term relationships with clients
- Employs a team of experienced financial advisors
Facts and Insights
The table below provides an overview of assets under management, number of advisors, and time in business for ENVISION WEALTH MANAGEMENT, INC.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
ENVISION WEALTH MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education funding
- Insurance planning
- Charitable giving
- Business planning
Client Types
The company serves a diverse range of clients, including individuals, families, and small business owners. They also have expertise in working with high-net-worth individuals and can provide specialized services for their unique financial needs.
Fees & Compensation
ENVISION WEALTH MANAGEMENT, INC. follows a fee-only compensation structure, meaning they do not receive commissions or fees from third parties for selling specific products. This model ensures that their advice is unbiased and solely in the best interest of their clients. They charge a percentage of assets under management as their fee, which is typically lower than the industry average.
Background
ENVISION WEALTH MANAGEMENT, INC. is led by a team of experienced financial advisors who are committed to providing exceptional service to their clients. The company has a strong track record of success and has received numerous accolades for their outstanding performance.
Financial Advisor Disclosures to Know
As a fee-only advisor, ENVISION WEALTH MANAGEMENT, INC. is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. They have a clean record with zero disclosures, ensuring transparency and trust with their clients.