Encompass Advisors provides customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Founded in 2004 and located in Brevard, North Carolina, the firm is led by Jon Green. Encompass Advisors builds personalized portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, along with individual stocks, bonds, and option contracts when appropriate. The firm offers both discretionary and non-discretionary management, meaning Encompass Advisors can make trades on your behalf or consult with you beforehand, depending on your preference. In addition to portfolio management, Encompass Advisors offers financial planning covering retirement, education savings, and overall financial goal setting. Financial planning services are provided on an hourly basis or for a fixed fee, but are complimentary for clients with more than $500,000 invested with Encompass Advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range up to 1.00% annually based on complexity, asset levels, and overall relationship. Fees are negotiable. An additional 0.25% annual fee applies to held-away assets managed through third-party platforms.