Fees

Our Payment Structure

Combined Services

Financial Planning and Investment Management Fees for Individuals and Families

 

Up to $1,000,000:                         1.15%

$1,000,001 – $2,500,000:             0.95%

$2,500,001 – $5,000,000:             0.85%

$5,000,001 and above:               Negotiated

Fees are based on Assets Under Management (“AUM”) held at our custodian.

Task-Specific Advice

Financial Planning or Consulting Fees for Individuals, Families, Businesses, or Non-Profits

 

Up to $250 per hour or a predetermined fixed-fee based on the expected time and complexity of the engagement.

Businesses and Non-profits

Employee Benefit Plans or other Investment Services

 

Please contact us to learn more about our services and fees.

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Our fees for services are separate and distinct from the fees and expenses associated with investment company securities and custodial expenses. Transaction charges and/or brokerage fees may apply when purchasing or selling securities.

 

Independent, fiduciary, fee-only, client obsessive – EAM provides financial planning and investment management to individuals, families, businesses, and non-profits focused on Socially Responsible and Sustainable investments. Its founder spent his entire career involved with social responsibility and sustainability – formerly as an environmental engineer, an investment banker in social infrastructure, and private debt and equity investor in clean energy. He worked at some of the largest investment banks and, most recently, on behalf of some of the largest institutional investors via a clean energy focused private equity fund.

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Envest Asset Management, LLC (“EAM”) is a registered investment adviser offering advisory services in the State(s) of CA, CT, and PA, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EAM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EAM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Envest Asset Management, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Copyright © 2021 Envest Asset Management LLC. All Rights Reserved

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