Brock Mckinley
Brock Mckinley is a registered investment advisor at Encompass More Asset Management LLC, based in Henderson, NV, with 9 years of industry experience. Brock 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
Henderson, NV
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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
Brock is the President & CEO of PERA Administrators, a third-party administrator for Non-ERISA retirement plans, and a Partner/Chairman at Encompass More Group, Inc. He also owns Brock McKinley, LLC and Two Studs, LLC, and is an independent consultant for Appreciation Insurance and Financial Services, a life insurance and annuity agency, and a manager at PERA, LLC dba PERA Appointments, a marketing company for insurance agents.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Encompass More LLC
Verity Asset Management
Encompass More LLC
Verity Asset Management
State Registrations1 state
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