SMART SERVICE WITH SMART FEES

Get the advice you need for the stage you’re in. Envestim Advisory is a good alternative to fully-automated investments services, and we partner with full service advisors once our customers reach higher levels of wealth and complexity.

ACCOUNT GROWTH = LOWER FEES

As your portfolio strengthens, your fees go down.

VAL:

FEE:

$1.00-400k

.65%

$400-600k

.60%

$600k-$1M

.55%

$1M+

.50% and lower

AVG TRADITIONAL ADVISORY FEES            1.0%+

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