Encompass More Asset Management offers investment management through various models, some proprietary and some from sub-advisers. They tailor advice to client needs and objectives. Encompass More AM also provides financial planning services to portfolio management clients, ranging from basic to comprehensive planning. They may recommend private placements to accredited investors. Encompass More AM uses the Amplify Platform for back-office support and access to sub-advisers.
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.