Encore Investment Advisors provides wealth management services to individuals, high net worth individuals, trusts, and estates. Services include investment management (both discretionary and non-discretionary) and financial planning. They work with clients to identify their goals and construct portfolios using ETFs, mutual funds, individual equities, and fixed income securities. Financial planning covers areas like retirement, estate, tax, and education planning. Clients are not obligated to implement recommendations.
Fee Structure
Encore Investment Advisors' wealth management fees range from 0.50% to 1.25% annually, based on factors like the complexity of services, level of assets managed, complexity of financial planning, and the overall relationship. Fees are paid quarterly, based on the total market value of assets under management at the end of the quarter. Fees may be negotiable.