Advisor at Envest Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Envest Asset Management, LLC
Location
Ridgefield, CT
Credentials
Series 63, Series 65
Industry experience
7 years
James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.
Based on Envest Asset Management, LLC
Based on Envest Asset Management, LLC
Comprehensive financial planning only fees generally $5,000 (can be more or less based on complexity), payable in two installments; annual updates fees not less than $600.
$1 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 0.95% $2,500,001 - $5,000,000: 0.85% $5,000,001+: Negotiated
Financial planning hourly rate between $150 and $250 per hour, depending on complexity.
Account minimum: Negotiable; accounts under $100,000 may be accepted at firm's discretion, but smaller accounts may pay higher fees Minimum fee: Fixed fees ranging from $500 to $2,500 for accounts less than $250,000, typically depending on account nature; minimum fees may be waived.
Ridgefield, CT
California · Connecticut · New York · Pennsylvania · Texas
Envest Asset Management, LLC
2018 - Present (8 years)
Energy Power Management I, LLC
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
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