Encompass Financial Planning (EFP) provides financial planning and investment management services. Financial planning covers cash flow, tax, retirement, investment, risk, estate, and college planning. Investment management is tailored to individual goals and risk tolerance. EFP also offers retirement plan services to employers. EFP acts as a fiduciary, putting client interests first.
Assets Under Management$30M
Clients74
Advisors1
Avg. per Client$400K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $750K | 0.95% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are generally not negotiable but EFP reserves the right to waive or discount fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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