Envest Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,808,164
Total clients
67
19% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$683,704
About
Envest Asset Management, LLC advises individuals—including high‑net‑worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers discretionary and non‑discretionary portfolio management, comprehensive and hourly financial planning, pension consulting, and employee financial‑wellness services, generally using percentage‑of‑assets fees for investment management.
The firm describes a holistic advisement philosophy that may incorporate socially responsible (SRI) and environmental, social, governance (ESG) investing alongside clients’ financial objectives. Envest primarily implements passive, asset‑class oriented portfolios using index mutual funds and ETFs, while also employing fundamental and cyclical analysis, third‑party managers, and model portfolios where appropriate.
What is distinctive for a firm this size is the recent addition of billed educational seminars and speaking engagements, with a defined fee and cancellation policy for those events. Envest also highlights employer‑facing offerings—employee financial wellness and pension consulting with a designated financial‑wellness fee adder—and notes the ability to offer private SRI/ESG opportunities for accredited investors, as well as formal referral arrangements with independent promoters.
Client services
Expertise
Fee options
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.
Main office location
Envest Asset Management, LLC
Ridgefield CT, United States
Number of offices
2
Most active in
California · Connecticut · New York · Pennsylvania · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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