Advisor at Encompass More Asset Management LLC
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Firm
Encompass More Asset Management LLC
Location
Abington, PA
Credentials
Series 63, Series 65
Industry experience
5 years
Apris Walker is a financial advisor with Encompass More Asset Management LLC in Abington, PA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Encompass More, Walker worked at Vantage Financial and Primerica Advisors. Encompass More Asset Management primarily serves individual and high-net-worth clients, providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements for accredited investors. The firm employs a model-based investment approach utilizing quantitative, qualitative, and fundamental analysis, including exposure to digital-asset related vehicles.
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.
Abington, PA
Pennsylvania
Encompass More Asset Management LLC
2026 - Present (1 year)
Vantage Financial
2025 - Present (1 year)
Primerica Advisors
2019 - 2025 (6 years)
Primerica Financial services
2018 - 2025 (7 years)
Intercultural Family Services
2017 - 2018 (1 year)
The Consortium
2017 - 2018 (1 year)
Blue Sage Hair Wellness
2017 - 2017 (1 year)
Empire Beauty School
2016 - 2017 (1 year)
Mastery Charter School
2015 - 2016 (1 year)
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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