Corico Mccray
Corico Mccray is a registered investment advisor at Encompass More Asset Management LLC, based in Sanford, FL, with 5 years of industry experience. Corico 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Sanford, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2022Judgment / Lien
September 2017Other Business ActivitiesSells Insurance
Corico is an independent licensed insurance agent for life and health insurance since 2012.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Ae Wealth Management, LLC
Sequent Planning, LLC
Nationwide Securities, LLCBroker
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.
Exams
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