Steven Hefter
Steven Hefter is a CFP-designated registered investment advisor at Encompass More Asset Management LLC, based in Northbrook, IL, with 7 years of industry experience. Steven 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
Northbrook, IL
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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
Steven is an insurance agent at Appreciation Financial since 2017, selling insurance and annuity products full-time. He also works as a consultant for ERC Specialists, LLC, dedicating about 10-20% of his time to referring business owners, and conducts meetings with business owners for Linqqs LLC about a quarter of his time.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
Interactive Financial Advisors
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.
Exams
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