About ENCOMPASS ADVISORY SERVICES, LLC
Encompass Advisory Services, LLC is a financial advisory firm that provides expert guidance and strategies to help clients achieve their financial goals. Founded in 2005, the firm has built a reputation for providing top-notch service and personalized solutions to individuals and businesses. Operating with the highest standards of professionalism and integrity, the advisors at Encompass Advisory Services strive to create lasting relationships with their clients.
How Does the Advisor Help Clients – Key Takeaways:
Encompass Advisory Services, LLC offers a range of services to help clients manage their finances and plan for the future. These key takeaways highlight how the firm assists its clients:
- Expert advice and guidance tailored to individual needs and goals
- Comprehensive financial planning services to help clients achieve long-term financial stability
- Customized investment strategies to grow and preserve wealth
- Ongoing portfolio management and monitoring to ensure optimal performance
- Educational resources and tools to empower clients to make sound financial decisions
Facts and Insights
Encompass Advisory Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). Here are some key facts and insights about the firm:
- Assets Under Management: As of December 31, 2020, Encompass Advisory Services has approximately $500 million in assets under management.
- Number of Advisors: The firm has 5 advisors on its team, each with years of industry experience and financial expertise.
- Time in Business: Encompass Advisory Services, LLC has been in business for 16 years, since its founding in 2005.
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| $500 million | 5 | 16 years |
Financial Services Offered
Encompass Advisory Services, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Educational planning
Client Types
The advisors at Encompass Advisory Services serve a variety of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
Encompass Advisory Services, LLC operates under a fee-only compensation structure, meaning that the firm is not compensated through commissions or third-party incentives. This structure eliminates any potential conflicts of interest and ensures that the advisors act in the best interest of their clients.
Clients of Encompass Advisory Services can expect to pay a fee based on a percentage of their assets under management, typically ranging from 0.5% to 2.0%. This fee structure allows the firm to align its interests with those of its clients and prioritize their long-term financial success.
Background
The founding partners of Encompass Advisory Services, LLC, have a combined 80 years of experience in the financial industry. With a deep understanding of the complexities of the market and a commitment to continuous education, the advisors at Encompass Advisory Services are equipped to provide reliable and effective financial solutions for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Encompass Advisory Services, LLC is required by law to disclose any potential conflicts of interest to their clients. Here are three important disclosures to know:
- Encompass Advisory Services, LLC is a fiduciary, meaning that the firm is legally obligated to act in the best interest of their clients.
- The advisors at En