Bradley Burr
Bradley Burr is a CFP-designated registered investment advisor at Encompass More Asset Management LLC, based in Phoenix, AZ, with 38 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4,042 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass More AM's fee for managing your investments is a percentage of your average daily balance, never exceeding 2%. This fee is paid monthly. The models used for your investments also have their own management fees, ranging from 0.25% to 1.00%, which are paid to the sub-adviser of the model. Encompass More AM may receive a portion of the fees charged by the sub-advisers. The annual advisor fee is negotiable.
Location
Phoenix, AZ
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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 ActivitiesSells Insurance
Bradley works as a food delivery driver, dedicating about 10-20% of his time. He also works as an insurance sales associate and wealth advisor associate, dedicating a few hours per week and about a quarter of his time, respectively.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Ashton Thomas Private Wealth
M. S. Howells & CO.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
American General Securities IncorporatedBroker
American Skandia Marketing, INC.Broker
Scudder Distributors, INC.Broker
The Advisors Group, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.