Matthew Yarbrough is a CFP-designated registered investment advisor at Encompass Wealth Advisors, LLC, based in Portland, OR, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,103 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass Wealth Advisors offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance.
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Encompass Wealth Advisors, LLC
State Registrations1 state
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