Encore 401K provides retirement plan services to plan sponsors and participants, including fiduciary consulting and management. They also offer asset management services to individual clients, providing ongoing supervision of their accounts based on their financial situation and goals. Encore 401K specializes in mutual funds and ETFs.
Assets Under Management$13M
Clients8
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee between 0.50% and 1.00%. For accounts more than $4 million, our fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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