Mary Minshall
Mary Minshall is a registered investment advisor at Encompass Wealth Advisors, LLC, based in Portland, OR, with 25 years of industry experience. Mary 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mary is an Executive Director at Encompass Wealth Advisors, LLC, dedicating full-time hours to this role. She also works as a Notary Public, spending minimal time notarizing client documents.
Employment History
Current Registrations
Encompass Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations6 states
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.