Gregory Tomczak is a registered investment advisor at Encompass More Asset Management LLC, based in Montclair, NJ. Gregory 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
105 Grove Street, Suite105, Montclair, NJ, 07042
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Regulatory History (1)
Financial
February 2019Employment History
Current Registrations
Encompass More Asset Management LLC
State Registrations2 states
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