Advisor at Encompass More Asset Management LLC
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Firm
Encompass More Asset Management LLC
Location
Denver, CO 80237
Credentials
Series 66
Industry experience
16 years
Adam Moeller is a financial advisor with Encompass More Asset Management LLC in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Foundations Investment Advisors, llc and Wealth Watch Advisors LLC. Outside of his advisory role, he operates AJM Financial LLC as an independent insurance agent, selling various fixed and indexed annuities and life and health insurance products. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individuals rather than corporate or charitable clients.
Based on Encompass More Asset Management LLC
Fixed fees for financial planning/consulting as specified in the agreement, varying by client and complexity.
up to 2.0% annually (negotiable; never to exceed 2%)
Registered representatives may earn commission-based compensation on securities and insurance products sold separately from advisory accounts.
Hourly financial consulting fees generally range from $100 to $300 per hour.
Management Services to pooled investment vehicles: 2.0% annual management fee plus 20% performance allocation above 8% annualized return with high water mark.
Subscription-based financial planning fees payable monthly or quarterly as specified in the agreement.
Fee-only: Advisory fees based on a percentage of assets under management; financial planning fees negotiated, may be hourly, fixed, or subscription-based.
4600 S. Syracuse Street, 9th Fl.
Denver, CO 80237
Colorado
Encompass More Asset Management LLC
2023 - Present (3 years)
FOUNDATIONS INVESTMENT ADVISORS, llc
2017 - 2023 (6 years)
Wealth Watch Advisors LLC
2016 - 2017 (1 year)
AJM Financial
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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