Encompass Wealth Management LLC
Assets Under Management
$10.0M
Number of Clients
8
Number of Advisors
1
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$10.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
enCompass Wealth Management offers investment management and financial planning services to individuals and high-net-worth individuals. Investment management is based on asset allocation models using mutual funds, exchange-traded funds, and separate account managers. Financial planning covers asset allocation, retirement planning, cash flow projections, insurance planning, and estate planning. enCompass does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee schedule is negotiable and may be structured as a graduated or flat fee.
Fee Estimator
Areas of Practice
Location
1870 W Winchester Road, Suite 148, Libertyville, IL, 60048