Encompass Advisory Services provides financial planning, consulting, and investment management services. Financial planning covers areas like budgeting, tax planning, retirement, and estate planning. Investment management involves managing client portfolios using mutual funds, exchange traded funds, individual stocks and bonds, and private placements. Encompass may also recommend independent investment managers. They tailor their services to each client's needs and goals.
Assets Under Management$120M
Clients433
Advisors7
Avg. per Client$280K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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