Encompass More Asset Management manages investment portfolios and offers financial planning services for individuals and high-net-worth clients. The firm uses various investment models, which may include proprietary strategies or third-party managers accessed through a centralized platform. Investment advice covers stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as private placements. Portfolio management is conducted on a discretionary basis, meaning the firm makes trades on your behalf based on your agreed-upon risk tolerance and goals. Financial planning services range from basic consultations to comprehensive plans, covering topics like retirement and long-term financial strategies. Financial planning is provided at no additional cost if you also use the firm for portfolio management. Encompass More Asset Management also operates an affiliated broker-dealer and an affiliated insurance agency, and offers specialized private fund investment options for qualified accredited investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.