Michael Calzolano is a CFP-designated registered investment advisor at Encompass Wealth Management LLC, based in Libertyville, IL, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 8 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee schedule is negotiable and may be structured as a graduated or flat fee.
Fee Estimator
Location
1870 W Winchester Road, Suite 148, Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Encompass Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Mony Securities Corporation
Morgan Stanley
State Registrations1 state
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