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Envision Direct LLC. (Newport Beach)


Envision Direct LLC. is a large advisory firm based in Newport Beach. It manages $33 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Envision Direct provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Envision Direct: assets under management

The assets under management (AUM) of Envision Direct LLC. is $33 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Envision Direct LLC. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Envision Direct LLC. performs its advisory services is located at 5000 Birch St., Newport Beach, CA 92660 The mailing address of the firm is 5000 Birch St., Newport Beach, CA 92660. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-679-0051 or by fax 949-679-0059. The normal business hours are 6:00 - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ecapitalmgt.com.


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