Encore Wealth Advisors provides investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning covers areas like cash flow, college savings, retirement, insurance, and tax strategies. Clients receive a detailed financial plan designed to help achieve their stated financial goals and objectives. Encore Wealth Advisors may utilize outside managers to assist with the management of client accounts.
Fee Structure
Encore Wealth Advisors charges a fee based on the value of your investments, up to 1.60% annually, paid quarterly in advance. Fees are negotiable. If Encore Wealth Advisors uses an outside manager, this fee includes the outside manager's fee, but the combined fee will not exceed 2% of your investments.