Robert Charme
Robert Charme is a registered investment advisor at Encompass More Asset Management LLC, based in New Berlin, WI, with 24 years of industry experience. Robert 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
2665 S. Moorland Rd., Suite 212, New Berlin, WI, 53151
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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
Robert owns Du Charme Financial Solutions (DBA, CPA) since 2001 and Du Charme Financial & Business Solutions, LLC since 2015, providing accounting, tax, and business consulting, dedicating minimal time to each. Robert is also a licensed independent insurance agent and a notary.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management LLC
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 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.