Branden Ducharme
Branden Ducharme is a registered investment advisor at Encompass More Asset Management LLC, based in St. George, UT, with 5 years of industry experience. Branden 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
50 E 100 S, Suite 300, St. George, UT, 84770
Get directionsHistory
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
Branden is involved in several outside business activities. He does personal and business consulting/management, is a partner/CFO in a real estate and marketing/consulting company, is a licensed independent insurance agent, and is a real estate agent. Each of these activities takes a few hours per week.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management LLC
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
More Advisors
- Richard Baird, CFAHarborview Asset Management LLC
- Kaylan Andersen, CFP, ChFCNuwealth Advisors, LLC
- Bonita Bell-Andersen, ChFCTencap Wealth Coaching
- David Harris, ChFCStatera Wealth Management
- Chad Parker, CFP, ChFCEp Wealth Advisors
- Kim Cowdell, CFP, ChFCAusdal Financial Partners, INC.