Envisionvest

Overview

Envisionvest operates as an independent, individual-owned LLC that serves primarily individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional/business accounts, and it offers pension consulting as well as educational workshops. Envisionvest also functions as an insurance broker, which complements its use of insurance-linked products in client solutions. Its fee model is a mix of asset-based fees, hourly billing and fixed-fee arrangements. The adviser is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives