Daniel Bresson
Daniel Bresson is a registered investment advisor at Encompass More Asset Management LLC, based in New Berlin, WI, with 18 years of industry experience. Daniel 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
2665 S. Moorland Rd, Suite 212, New Berlin, WI, 53151
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 1992Other Business ActivitiesSells Insurance
Daniel is a licensed independent insurance agent.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management LLC
The Strategic Financial Alliance
Investment Advisors International, INC.
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
- Christopher WackerEncompass More Asset Management LLC
- Conner Crawford, CFPEdward Jones
- Michael Malich, CFPEdward Jones
- John Kurcz, CFPAlongside, LLC
- Kenneth Stuckert, CFP
- Bradley Baldridge, CFP