Carisa Bertrand

Encompass More Asset Management LLC

6 Years of Experience

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Firm Information

Encompass More Asset Management LLC

Compensation

Fee-Only (AUM)

Number of Advisors

65 advisors

Number of Clients

4,042 clients

Average Client Portfolio

$144K average

Assets Under Management

$581.9M

Fee Structure

Financial Planning:Included in AUM fee

Hourly Rate:$100 - $300/hr

Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

50 E 100 S, Suite 300, St. George, UT, 84770

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.