John Pessarra is a registered investment advisor at Encompass Advisory Services, LLC, based in Katy, TX, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 433 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
23114 Seven Meadows Parkway, Katy, TX, 77494
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is the Director of Production and Strategic Sales Manager at Zoombang, a company producing protective performance undergarments. He spends about half his time on this role, with about a quarter of his time during trading hours.
Employment History
Current Registrations
Encompass Advisory Services, LLC
Previous Registrations
Lakewood Capital Management, INC.
Lakewood Capital Management, INC.
State Registrations1 state
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