Advisor at Encompass More Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Encompass More Asset Management LLC
Location
Greensburg, PA
Credentials
Series 63, Series 66
Industry experience
42 years
Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus 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.
Greensburg, PA
Pennsylvania
Encompass More Investments, LLC
2022 - Present (4 years)
Encompass More Asset Management LLC
2022 - Present (4 years)
Verity Asset Management
2019 - 2022 (3 years)
Verity Investments, Inc.
2019 - 2022 (3 years)
Questar Capital Corporation
2009 - 2019 (10 years)
Burd Financial Group
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.
Series 63, Series 66
Greensburg, PA
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