Encompass Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Encompass Advisors creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. Clients are not obligated to implement any recommendations made by Encompass Advisors.
Fee Structure
Encompass Advisors charges a percentage of the value of your portfolio each year. The specific rate depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Encompass Advisors, and can range up to 1.00% annually. Clients using a third-party platform for held-away assets will be charged an additional 0.25% annually to cover the platform costs.