Encourage Financial LLC provides wealth management services that include financial planning and portfolio management. The firm assists clients with cash flow, education funding, retirement, risk management, and estate planning. While Encourage Financial prefers to provide wealth management, they can also be engaged for stand-alone financial planning or portfolio management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and may be modified, waived, or discounted for associates, their family members, and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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