Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$10.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee schedule is negotiable and may be structured as a graduated or flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1870 W Winchester Road, Suite 148, Libertyville, IL, 60048
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Encompass Wealth Management LLC
March 2010 - Present · 16 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2009 · 11 mos
Raymond James Financial Services
January 2005 - January 2009 · 4 yrs
Mony Securities Corporation
June 2004 - October 2004 · 4 mos
Morgan Stanley
June 2003 - July 2003 · 1 mo
State Registrations1 state
IL
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.