Encircle Financial Strategies offers investment management tailored to each client's needs. They also provide financial planning services covering retirement, cash flow, Social Security, tax, risk management, education, and estate planning. The firm gathers information about your finances and goals to create a detailed financial plan with specific recommendations. They assist with implementing the plan and review it regularly.
Assets Under Management$140M
Clients242
Advisors1
Avg. per Client$580K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
The Adviser may choose to charge a lower asset-based fee at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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