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 Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $47M 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 | 1.00% |
Fees range up to 1.00% annually based on complexity, asset levels, and overall relationship. Fees are negotiable. An additional 0.25% annual fee applies to held-away assets managed through third-party platforms.
Fee Estimator
Location
10 Encompass Plaza, Brevard, NC, 28712
Get directionsHistory
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.
Exams
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