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About ENVISIONVEST
ENVISIONVEST is a full-service financial advisory firm that is dedicated to helping clients achieve their financial goals. With years of industry experience and a team of financial experts, ENVISIONVEST provides personalized and comprehensive financial planning and investment management services.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment management services
- Has a team of financial experts with years of industry experience
- Dedicated to helping clients achieve their financial goals
Facts and Insights
ENVISIONVEST has been in business for 10 years, managing assets worth over $500 million. They have a team of 25 experienced financial advisors who work closely with clients to create customized financial plans and manage their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 10 years |
Financial Services Offered
ENVISIONVEST offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education funding
Client Types
ENVISIONVEST works with clients from all backgrounds and stages of life, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
Fees & Compensation
ENVISIONVEST charges a fee based on a percentage of assets under management, which ensures that their incentives are aligned with their clients’ long-term success. They also offer fee-only financial planning services, providing transparency and avoiding potential conflicts of interest.
Background
The team at ENVISIONVEST is made up of experienced financial advisors who hold various professional certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They constantly keep up-to-date with the latest industry trends and developments, ensuring that their clients receive the best advice and services.
Financial Advisor Disclosures to Know
ENVISIONVEST is a registered investment advisor, meaning they have a fiduciary duty to act in their clients’ best interests. They are also transparent with their clients about any potential conflicts of interest and are required to disclose any disciplinary actions, giving clients peace of mind when working with ENVISIONVEST.