Dominic Defreece
Dominic Defreece is a registered investment advisor at Encompass More Asset Management LLC, based in Wyomissing, PA, with 10 years of industry experience. Dominic 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
510 N. Park Road, Suite 3, Wyomissing, PA, 19610
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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
Dominic is the owner of DeFreece Financial Solutions, LLC, a sole proprietorship involved in insurance, real estate, and financial education. He dedicates about a quarter of his time to identifying informational opportunities related to health insurance, budgets/savings techniques, and real estate.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
Blackridge Asset Management, LLC
PFS Investments INC.Broker
Park Avenue Securities LLCBroker
Edward JonesBroker
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.