Envel
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Overview
Envel operates as an advisory company headquartered in Boston, Massachusetts. The company oversees $35.9 thousand in assets over 113 accounts. The firm has a small team, including 0 financial advisor. Envel does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
Envel administers none of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing the client's permission. It also has 113 non-discretionary accounts with a total of $35,868 in assets. The firm manages an average of $317 for every account.
The company's main office is located at 75 State Street, Boston, Massachusetts 2109. The firm is permitted to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Disclosures
Office Location
Envel by the Numbers
$35.9 thousand
3
113
$317.4
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: fixed. Envel does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors. Out of its 113 accounts, Envel's largest client group by number of accounts is retail investors. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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