Benjamin Joseph Persyn

Encompass More Asset Management LLC

1 Year of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Encompass More Asset Management LLC

Compensation

Fee-Only (AUM)

Firm Size

66 advisors

Number of Clients

4,042 clients

Average Client Portfolio

$144K average

Assets Under Management

$581.9M

Fee Structure

Financial Planning:Included in AUM fee

Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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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.

Other Business ActivitiesSells Insurance

Benjamin is a licensed insurance agent. This activity is not investment-related.

Employment History

Current Registrations

Encompass More Asset Management LLC

March 2024 - Present · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.