Timothy Noordyk
Timothy Noordyk is a registered investment advisor at Encompass More Asset Management LLC, based in Danville, CA, with 19 years of industry experience. Timothy 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
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
Timothy is an insurance agent for Global View Capital Insurance Services, LLC, focusing on life, long-term care, and disability insurance products, dedicating a few hours per week. He is also an independent contractor for Global View Capital Advisors, LLC, marketing insurance and advisory services, spending about half his time in this role. Timothy also coaches basketball and is a board member at his church.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Global View Capital Management LLC
The Strategic Financial Alliance
Investment Advisors International, INC.
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.