{
  "slug": "envest-asset-management-llc",
  "name": "Envest Asset Management, Llc",
  "description": "Envest Asset Management helps individuals and families balance asset growth with their values, offering investment and asset management, financial planning, and business services. They specialize in ESG/SRI investments and are a Certified B Corp™ and 1% for the Planet member.",
  "url": "https://optimly.ai/brand/envest-asset-management-llc",
  "websiteUrl": "https://envestam.com/",
  "logoUrl": "https://logo.clearbit.com/envestam.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Sustainable Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-10T16:06:30.994Z",
  "verifiedVitals": {
    "website": "https://envestam.com",
    "category": "Investment Management and Financial Planning",
    "what_it_does": "Envest Asset Management, Llc provides investment and asset management, financial planning, business services, and alternative investments, with a strong focus on Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) principles. The firm offers individually tailored investment portfolios, comprehensive financial planning, and business retirement services, and has enhanced its tax strategy services with a designated Enrolled Agent on staff.",
    "primary_audience": "The primary audience includes individuals, families, business owners, founders, small businesses, non-profits, and plan sponsors of 401(k) and 403(b) plans. They serve clients with investable assets typically ranging from $1M–$10M, particularly those seeking values-based investing and integrated tax and estate planning, as well as accredited investors for private SRI/ESG opportunities.",
    "core_product": "Investment & Asset Management, Financial Planning, Business Retirement Services, Alternative Investments.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Envest Asset Management, Llc is a 100% Fee-Only Advisor. For comprehensive financial planning without invested assets, the fee is generally $5,000, which can vary based on complexity and is payable in two installments. For investment management, fees are based on Assets Under Management (AUM). For accounts under $250,000, a combination of fixed and asset-based fees may apply, typically ranging from $500 to $2,500. Fees are negotiable, pro-rated, and paid quarterly in arrears."
    },
    "parent_ownership": "Envest Asset Management, Llc is privately owned, with James N. Osborn Jr. identified as the principal owner and founder, and Karen Ogden as a partner."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790143998545
}