Encompass More Asset Management LLC
Assets Under Management
$581.9M
Number of Clients
4,042
Number of Advisors
65
Average Client AUM
$144K
AUM per Advisor
$9.0M
Compensation
Fee-Only (AUM)
About This Firm
Encompass More Asset Management LLC offers discretionary portfolio management services through various investment models, including proprietary and sub-advised models. They also provide financial planning services, ranging from basic to comprehensive, and consulting services for a fee. The firm utilizes the Amplify Platform for back-office support and access to third-party managers.
Fee Structure
The firm charges an annual advisory fee based on a percentage of your account's average daily balance, not to exceed 2%. In addition to the advisor fee, the selected investment model will have 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.
Areas of Practice
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526