Financial Planning

Financial Planning fee is generally 1% of gross income and/or assets per year. Fee can be a one time or broken down into monthly ongoing payments. 

Income/Asset

Fee Samples: 
 

  • $100K $1000 per year or $83 per month.
     

  • $150K $1500 per year or $125 per month.
     

  • $250K $2500 per year or $208 per month.
     

  • $500K $5000 per year or $417 per month.

Investments

1.50% annually on a tiered basis for first $250,000 and reduced by .25 basis points every additional $250,000. We Offer a WRAP (all inclusive trading fees) and Non-Wrap which may include trading fees. 

Assets Under Management

Fee Samples:

  • $10K $150 annual, billed quarterly $37.50

  • $100K $1500 annual, billed quarterly $375

 

Tiered Fee Sample:

  • First $250K $3750 annual, $938 billed quarterly.

  • Next $250K $3125 annual, billed $781 billed quarterly

Business Advisory

An upfront charge can range from $200 to $5,000 and a monthly reoccurring fee charged in the arrears that ranges from $100 to $5,000 for monitoring and ongoing services.

 

Business Advisory 

Fee Samples

  • Revenues $100k - $500K, set up fee range $200 - $1000 & $100 - $417 monthly reoccurring fee.
     

  • Revenues $1 - $5 Million, set up fee range $1000 - $5000 & $800 - $4167 monthly reoccurring fee. 
     

Retirement Plans

Fees can vary and range  from 30 basis points to 1.5% annually for 401(k), SIMPLE and Employee Financial Wellness Programs. Fees can be paid by employer, employee, or combination. 

Retirement Plan Asset
Fee Samples:

  • SIMPLE IRA 

    • $100K in assets, $375 billed quarterly.

    • $250K in assets, $781 billed quarterly
       

  • 401(k) tiered fees on assets​

    • First $5 million at 60 basis points, ​$7500 per quarter

    • Next $5 to $10 million at 50 basis points, $6,250 to $12,500 per quarter

    • Then $10 to $25 million fee is 40 basis points, tiered fee is $10,000 to $25,000 per quarter.

    • Assets beyond $25 million tier is 30 basis points, tiered fee would start at $18,750 per quarter. 

Contact

© 2019 EnvisionVest All Rights Reserved - 

Envisionvest is a Fee-Based Investment Advisory Firm.

Investments products and services available only to residents of: TX and in other jurisdictions where exempted. 

2700 Post Oak Blvd, 21st Floor

Houston, TX 77056

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Tel: 888.472.9712

Fax: 713.589.6966

gethelp@envisionvest.com​