Advisor at Encompass More Asset Management LLC
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Firm
Encompass More Asset Management LLC
Location
Bartlett, IL
Credentials
Series 65
Industry experience
4 years
Jonathan Miller is a Series 65-licensed advisor at Encompass More Asset Management LLC with four years of industry experience. Prior to joining Encompass More in 2022, he worked at Verity Asset Management and has business consulting roles outside of his advisory work, including referring business owners to ERC Specialists, LLC. and serving as a business concierge with Linqqs LLC. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach and focuses exclusively on individuals and HNW investors 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.
Bartlett, IL
Illinois
Encompass More Asset Management LLC
2022 - Present (4 years)
Verity Asset Management
2021 - 2022 (1 year)
Verity Asset Management
2021 - 2022 (1 year)
BlueJay Drywall Systems
2020 - 2021 (1 year)
Service Restorations
2018 - 2021 (3 years)
Appreciation Financial
2016 - 2023 (7 years)
J&J Recycling
2009 - 2016 (7 years)
Service Garage Doors
2006 - 2016 (10 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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