Fee Schedule

Envision Capital Management®, Inc. follows a fee schedule that is competitive with the industry.

Fixed income fees: Our standard annual fee for managing an investment portfolio of bonds varies depending on the bond sector. Please call us for the current fees. We bill quarterly in advance.

Your account will be a Prime Broker account at Fidelity Investments. This gives us the flexibility to purchase and sell securities with any brokerage firm that offers the best price. In the bond market that can make a difference in your portfolio return. Fidelity Investments does charge clients a small trade away fee for this service. Since, your account is not a trading account these fees are insignificant on an annual basis.