Encompass More Asset Management LLC

CRD#322382
Investment Advisor Firm

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Learn more about Encompass More Asset Management LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Encompass More Asset Management LLC is located at 312 Railroad Ave., Suite 205, Danville, CA. The firm employs 43 financial advisors to manage client portfolios and provide financial guidance. Encompass More Asset Management LLC is not a registered broker-dealer.

    Encompass More Asset Management LLC oversees $228.5 million in assets under management across 2,835 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Encompass More Asset Management LLC is asset-based. The firm has 40 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.

    Encompass More Asset Management LLC is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming.

    Assets Under Management

    $228.5 million

    Number of Advisors

    43

    Disclosures

    No

    Office Location

    312 Railroad Ave., Suite 205
    Danville, CA 94526

    Encompass More Asset Management LLC by the Numbers

    Total Assets Under Management

    $228.5 million

    National Average: $8.6 billion
    Total Number of Employees

    48

    National Average: 64
    Total Number of Accounts

    2,835

    National Average: 375,227
    Average Account Size

    $80.6 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually vary depending on which services are offered. Fees charged by Encompass More Asset Management LLC typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with retail investors and high net worth investors. Out of its 2 clients, Encompass More Asset Management LLC's biggest client type by number of accounts is retail investors, although it also manages money for 40 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 2.56%
    • Other Individuals - 97.44%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Encompass More Asset Management LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Encompass More Asset Management LLC

    Christopher Reid
    Roseville, CA
    Christopher Chatto
    Danville, CA
    Kasinee Meyer
    Laguna Niguel, CA
    Lisa Gallo
    Danville, CA
    Amber Alguire
    Danville, CA
    Galen Bargerstock
    Indiana, PA
    Steven Hefter
    Northbrook, IL
    Dominic Defreece
    Danville, CA
    Geoffrey Wistow
    Sterling, VA

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