Steven Durdin
Steven Durdin is a registered investment advisor at Encompass More Asset Management LLC, based in Mount Laurel, NJ, with 6 years of industry experience. Steven 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
309 Fellowship Road, East Gate Center, Suite 200, Mount Laurel, NJ, 08054
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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 ActivitiesSells Insurance
Steven is the president of Impact Strategy Partners, Inc., a currently inactive consulting company, and a member of K9-5 Adventures, LLC, his wife's pet care business, where he provides minimal consulting. He is also the managing member of Wesley Jordan Planning Partners, LLC, set up for infrequent client work for insurance planning.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Global View Capital Management LLC
Lincoln Investment
Lincoln InvestmentBroker
Allstate Financial Services, LLCBroker
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.
Exams
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