Encore Wealth Advisors offers investment advisory, financial planning, and tax return preparation services to individuals, businesses, trusts, estates, and charitable organizations. Encore Wealth provides ongoing financial planning, including investment management and tax return preparation, for an annual retainer fee. They also offer one-time financial planning sessions. Encore Wealth utilizes mutual funds and exchange-traded funds for client portfolios and may use Vanguard Model Portfolios. They do not offer or sell insurance products.
Fee Structure
Encore Wealth offers ongoing financial planning, which includes investment management. The annual minimum retainer fee for this service is $12,000, paid quarterly in advance. The actual fee may be higher or lower depending on factors like your net worth, income, the complexity of your situation, and the amount of assets being managed. This fee also includes tax return preparation if you want it.
