Christopher Wacker
Christopher Wacker is a registered investment advisor at Encompass More Asset Management LLC, based in Danville, CA, 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 Financial Planning & Coaching, Investment Management. Their firm serves 4,042 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass More AM's fee for managing your investments is a percentage of your average daily balance, never exceeding 2%. This fee is paid monthly. The models used for your investments also have their own management fees, ranging from 0.25% to 1.00%, which are paid to the sub-adviser of the model. Encompass More AM may receive a portion of the fees charged by the sub-advisers. The annual advisor fee is negotiable.
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History (2)
Regulatory
July 2016Employment Separation After Allegations
May 2015Other 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
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
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.