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Total assets under management

$14,146,591,395

More info

Total clients

26,949

16% high-net worth

Total advisors

272

of 475 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

99

Average account size

$524,939

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Fee options

Fixed

Financial planning, estate and trust administration consulting, 1042 consulting, and consulting services offered on a negotiated fixed fee basis.

Percentage

Advisory fees based on percentage of assets under management, capped at 3.0%, fees are negotiable and may vary by client and program.

Commissions

Brokerage commissions may be charged if a brokerage account is established; transaction fees and commissions apply in addition to advisory fees.

Other

Account minimum: Envestnet maintains recommended account minimums; if the account is below the recommended minimum, a $40 annual fee applies. Specific minimum amounts are not stated in the brochure text provided, so exact minimum is null. Minimum fee: $40 annual fee charged by Envestnet if account is below recommended minimum. Fee-only: Financial planning services and estate/trust administration consulting billed at negotiated fixed fees.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

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40 Burton Hills Blvd, Suite 350

Nashville TN 37215, United States

Number of offices

51

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 615-255-6431

Advisors at this firm

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Michael P

Series 63, Series 65

Bellingham, WA

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Dominick L

Series 66

Victor, NY

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Amberlee S

Series 63, Series 66

Jackson, MI

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Aaron Y

CFP®, ChFC®, Series 66

Seattle, WA

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Charles J

Series 66

Clayton, MO

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Jonathan C

CFP®, ChFC®, Series 63, Series 66

Clayton, MO

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Richard M

CFP®, Series 63, Series 65

Boca Raton, FL

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Caroline T

Series 66

Florence, SC

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Ronald E

Series 63, Series 65

Ann Arbor, MI

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Clarissa C

Series 63, Series 66

Nashville, TN

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Jared M

Series 66

Nashville, TN

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Stephen U

Series 63, Series 65

Clayton, MO

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Stephen W

CFA®, Series 63, Series 65

Clayton, MO

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Ann S

CFP®, Series 63, Series 66

Vienna, VA

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Tamara S

Series 66

Clayton, MO

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