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Christopher Wacker

Encompass More Asset Management LLC
25 Years of Experience
New Berlin, WI
2 DisclosuresSells Insurance
View SEC Summary
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Christopher Wacker is a registered investment advisor at Encompass More Asset Management LLC, based in New Berlin, WI, with 25 years of industry experience. Christopher 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.

Encompass More Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
4,008 clients
Average Client Portfolio
$246K average
Assets Under Management
$984.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2665 S. Moorland Rd., Suite 212, New Berlin, WI, 53151

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History

Regulatory History (2)
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.
Regulatory
July 2016
Final
Employment Separation After Allegations
May 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a licensed independent insurance agent and owns rental real estate since 1978, dedicating minimal time to it. He also works for UPS (about half his time) and Dayton Freight (about half his time), and assists with service requests for Guardian Life Insurance (a few hours per week).

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Scf Investment Advisors, INC.
July 2023 - October 2024 · 1 yr 3 mos
Global View Capital Management LLC
December 2017 - July 2023 · 5 yrs 7 mos
Park Avenue Securities LLC
December 2000 - May 2015 · 14 yrs 5 mos
Park Avenue Securities LLCBroker
May 1999 - May 2015 · 16 yrs
Guardian Investor Services CorporationBroker
June 1998 - May 1999 · 11 mos
State Registrations1 state
WI
Advisor

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.
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Christopher Wacker - Financial Advisor | TrueAdvisor