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
Mount Laurel, NJ 08054
Credentials
Series 63, Series 65
Industry experience
6 years
Steven Durdin is a financial advisor with Encompass More Asset Management LLC in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Lincoln Investment and Global View Capital Management. Outside of advisory work, he is a managing member of a flow-through entity that handles revenue and consulting fees related to his firm and provides limited consulting and financial assistance to his son's auto detailing business. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering 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 incorporating quantitative, qualitative, and fundamental analysis, with portfolio management delegated to in-house models and unaffiliated sub-advisers.
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.
309 Fellowship Road, East Gate Center, Suite 200
Mount Laurel, NJ 08054
New Jersey
Encompass More Asset Management LLC
2026 - Present (1 year)
Global View Capital Management
2025 - 2026 (1 year)
Global View Capital Advisors
2025 - 2026 (1 year)
Global View Capital Insurance Services, LLC
2025 - 2026 (1 year)
Lincoln Investment
2025 - 2025 (1 year)
Lincoln Investment
2022 - 2025 (3 years)
Impact Strategy Partners - Lincoln Investment
2020 - 2022 (2 years)
Holman Enterprises
2012 - 2019 (7 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.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
Series 66
Bensalem, PA
Conroy Capital LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Philadelphia, PA
Global Portfolios, LLC
CFP®, CFA®, Series 65
Moorestown, NJ
Arrington Financial Advisors, LLC
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")