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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,008 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
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.
Exams
More Advisors
- Natalie Rivosecchi, CFPCharles Schwab & CO., INC.
- Cheryl Knight, ChFCLPL Enterprise, LLC
- Luke Watson, CFPSchwab Wealth Advisory, INC.
- Sarah Spiller, CFP, ChFCCharles Schwab & CO., INC.
- Emily Stead, CFPCetera Investment Advisers LLC
- Maria Samuel, ChFCState Farm Investment Management CORP.