Christopher Reid
Christopher Reid is a registered investment advisor at Encompass More Asset Management LLC, based in Roseville, CA, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4,042 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass More AM's fee for managing your investments is a percentage of your average daily balance, never exceeding 2%. This fee is paid monthly. The models used for your investments also have their own management fees, ranging from 0.25% to 1.00%, which are paid to the sub-adviser of the model. Encompass More AM may receive a portion of the fees charged by the sub-advisers. The annual advisor fee is negotiable.
Location
Roseville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including PHG Group LLC, PHG Direct LLC, KGF4, Appreciation Insurance & Financial Services LLC, and White Gazelle, Inc. He dedicates a full-time commitment to PHG Group LLC and Appreciation Insurance & Financial Services LLC, and about a quarter of his time to PHG Direct LLC, minimal time to KGF4, and about a third of his time to White Gazelle, Inc.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
Investment Advisors
State Registrations1 state
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