Envestnet | PMC Review


Trust Score 86%
Trust Score info_outline
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Envestnet | PMC, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 63 advisors. Envestnet | PMC manages $125 billion and provides investment advisory services for 588,620 clients (1:9344 advisor/client ratio).

On average, the fee charged by Advisor will range from approximately 0.80% to 1.10% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 9344 clients (industry average 1:50)
  • Firm has been federally registered for only 18 years
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes On average, the fee charged by Advisor will range from approximately 0.80% to 1.10% of AUM.
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $212,251
Hybrid Advisor Yes
Disciplinary History No
Total AUM $125 billion
Advisor / Client Ratio 1:9344
Headquarters Chicago, IL
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