TrueAdvisor
TrueAdvisor
MP
MP

Matthew Presjak

Encompass Wealth Advisors, LLC
38 Years of Experience
Portland, OR
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Presjak is a registered investment advisor at Encompass Wealth Advisors, LLC, based in Portland, OR, with 38 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,103 clients with $410M in assets under management.

Encompass Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,103 clients
Average Client Portfolio
$375K average
Assets Under Management
$413.3M

Fee Structure

Planning is included in investment management (also available separately)

Encompass Wealth Advisors offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance.

View Full SEC Brochure

Location

15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009
Settled
Customer Dispute
April 2008
Settled
Customer Dispute
November 2002
Settled
Customer Dispute
July 2002
Settled
Customer Dispute
January 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is a principal at Encompass Wealth Advisors, LLC, a registered investment advisor, since 2014, dedicating full-time hours. He also works as an insurance agent, assisting clients with insurance needs for a few hours per week.

Employment History
Current Registrations
Encompass Wealth Advisors, LLC
July 2014 - Present · 11 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley
June 2009 - July 2014 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
February 2007 - May 2009 · 2 yrs 3 mos
UBS Financial Services INC.Broker
February 2007 - May 2009 · 2 yrs 3 mos
Mcdonald Investments INC.
October 1999 - February 2007 · 7 yrs 4 mos
Mcdonald Investments INC.Broker
May 1999 - February 2007 · 7 yrs 9 mos
Key Investments INC.Broker
January 1998 - May 1999 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
September 1996 - December 1997 · 1 yr 3 mos
Pacific Crest Securities INC.Broker
September 1993 - October 1996 · 3 yrs 1 mo
Smith Barney Shearson INC.Broker
July 1993 - September 1993 · 2 mos
Lehman Brothers INC.Broker
November 1987 - July 1993 · 5 yrs 8 mos
State Registrations6 states
AZCAOHORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More financial advisors in Portland, OR →All financial advisors in Oregon →