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Christopher Reid

Encompass More Asset Management LLC
8 Years of Experience
Roseville, CA
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Reid is a registered investment advisor at Encompass More Asset Management LLC, based in Roseville, CA, with 8 years of industry experience. Christopher 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.

Encompass More Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
4,008 clients
Average Client Portfolio
$246K average
Assets Under Management
$984.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Roseville, CA

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History

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.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including PHG Group LLC, PHG Direct LLC, KGF4, Appreciation Insurance & Financial Services LLC, and White Gazelle, Inc. He dedicates a full-time commitment to PHG Group LLC and Appreciation Insurance & Financial Services LLC, and about a quarter of his time to PHG Direct LLC, minimal time to KGF4, and about a third of his time to White Gazelle, Inc.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Verity Asset Management
May 2019 - November 2022 · 3 yrs 6 mos
Investment Advisors
May 2008 - June 2009 · 1 yr 1 mo
State Registrations1 state
CA
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.
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