AC
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Arrow Corpus

3 Years of Experience
Sells Insurance

Arrow Corpus is a registered investment advisor at Encompass More Asset Management LLC, based in St. George, UT, with 3 years of industry experience. Arrow 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
Fee-Only (% of Portfolio)
Firm Size
83 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Planning is included in investment management

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.

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Location

50 E 100 S, Suite 300, St. George, UT, 84770

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Arrow is a licensed independent insurance agent and an independent contractor at Paramount Tax and Accounting, where she performs data entry for tax returns. She spends about a quarter of her time on these activities.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Scf Investment Advisors, INC.
July 2023 - October 2024 · 1 yr 3 mos
Global View Capital Management LLC
February 2023 - July 2023 · 5 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Arrow Corpus - Financial Advisor | TrueAdvisor