Get Started with EnvisionX Capital
How to Begin Your Investing Journey With Us
Our mission at EnvisionX Capital is to help you pave a solid path toward your financial future. Learn who we do our best work with and how easy it is to begin.
Who We Do Our Best Work With
Individuals with Concentrated Stock Positions
Whether you’re an employee with stock compensation or you hold a large amount of one position, our approach can help you tackle risk and returns.
Associations & Institutions
Does your organization need to diversify how you’re invested? While we work with individuals, our approach is based on years of helping institutions eyeing risk-aligned returns.
Non-Americans Investing in the U.S.
Born and raised in China, our founder speaks both Mandarin and English and can help non-Americans access U.S. investments.
Getting Started: Key Items to Know
At EnvisionX Capital, we want our partnership to be as simple and straightforward as possible. This is built into how seamless it is to work together, and how we charge our clients for the work we do.
How to begin working with us
- Open an account at Interactive Brokers.
- Choose EnvisionX Capital LLC as your Investment Adviser
- Link your account (or part of) to the advisor account
How we charge our clients
While some financial advisors charge a flat-fee or a percentage of the money they manage for investment management, we only make money when our clients make money. Our only fee is a performance fee:
Performance Fee: 20%
For example, if your portfolio generates a profit of $100, we will charge a performance fee of $20.
Requirements for working together
- Accredited Investor Status Required
- Minimum Investment: $300,000
Get in Touch with Us Today
Contacting EnvisionX Capital opens the door to expert investment management services tailored to your needs. Reach out to discover how we can help you achieve your financial goals.