Envest Advisors, LLC logo

Envest Advisors, LLC

Updated today

Total assets under management

$5,400,000

Total clients

32

6% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

11

Average account size

$168,750

About

The firm provides discretionary asset management and ongoing investment advisory services primarily to individual and high‑net‑worth clients, and also offers financial planning and related recommendations as part of its client engagements. It manages client portfolios directly and through access to program platforms and managed-account solutions, and documents client goals, time horizons, and risk tolerances to guide its work.

The firm’s investment process combines fundamental and technical analysis and is tailored to each client’s stated objectives; it regularly rebalances, monitors performance, and may use short‑ and long‑term strategies depending on client needs. When appropriate, the firm hires or recommends other investment managers — including sub‑advisors, co‑advisor arrangements, and third‑party managers — and acts as the ongoing point of contact and monitor for those relationships.

Notable distinctions include the principal’s continued activity as a licensed insurance producer and the firm’s routine selection of other advisers, which is accompanied by fee‑sharing, referral, or incentive arrangements described in its disclosures. Those outside business affiliations and revenue‑sharing practices create potential conflicts of interest that the firm discloses to clients and manages through written procedures and its fiduciary obligations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Equity compensation tax strategy Tax-loss harvesting

Fee options

Percentage

$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $4,999,999: 1.25% annually $5,000,000+: 1.00% annually

Main office location

Envest Advisors, LLC

2411 North Oak Street, Ste 209 G

Myrtle Beach SC 29577, United States

Number of offices

3

Most active in

California · North Carolina · South Carolina · Texas

Disclosures

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

Business activities & affiliations

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