Gerardo Garcia
Gerardo Garcia is a registered investment advisor at Encompass More Asset Management LLC, based in Stockton, CA, with 6 years of industry experience. Gerardo 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
8807 Thornton Road, Suite M, Stockton, CA, 95209
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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
Gerardo is the President/Owner of Garcia Ventures, receiving insurance sales commissions, and a Regional Vice President at Appreciation Financial, an insurance agency where he sells insurance and annuity products. He also works as an independent contractor for several companies, including ERC Specialists, Trust & Will, Bellaire Annuity Marketing, and Linqqs LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
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.