Encompass Wealth Advisors provides financial planning, consulting, and investment management services. Encompass evaluates a client’s financial situation and designs an investment plan to achieve their financial goals. Encompass manages investment portfolios and allocates client assets among various mutual funds, individual equity and debt securities, and independent investment managers.
Assets Under Management$410M
Clients1,103
Advisors4
Avg. per Client$370K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Encompass Wealth Advisors offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance.
Loading...