Andrew Lewis
Andrew Lewis is a registered investment advisor at Encompass More Asset Management LLC, based in Danville, CA, with 4 years of industry experience. Andrew 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
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
Andrew is an Area Vice President at Appreciation Financial, focusing on insurance, life, and annuity products, dedicating about half his time. He also works as an independent contractor for ERC Specialists, LLC, a specialty payroll company, spending a few hours per week assisting businesses with Employee Retention Credit qualification.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
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.