enCompass Wealth Management offers investment management and financial planning services to individuals and high-net-worth individuals. Investment management is based on asset allocation models using mutual funds, exchange-traded funds, and separate account managers. Financial planning covers asset allocation, retirement planning, cash flow projections, insurance planning, and estate planning. enCompass may engage third-party service providers to assist with tax and estate planning.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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