Jon Green is a CFP, PFS-designated registered investment advisor at Encompass Advisors, LTD., based in Brevard, NC, with 21 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 52 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass Advisors charges a percentage of the value of your portfolio each year. The specific rate depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Encompass Advisors, and can range up to 1.00% annually. Clients using a third-party platform for held-away assets will be charged an additional 0.25% annually to cover the platform costs.
Location
10 Encompass Plaza, Brevard, NC, 28712
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Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Jon is a Certified Public Accountant (CPA), but will not provide tax or accounting services to advisory clients. He is also writing a book, dedicating about 10% of his time to research and writing.
Employment History
Current Registrations
Encompass Advisors, LTD.
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.