Advisor at Encompass More Asset Management LLC
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Firm
Encompass More Asset Management LLC
Location
Lancaster, CA
Credentials
Series 63, Series 65
Industry experience
8 years
Vicki Landry is a financial advisor with Encompass More Asset Management LLC in Lancaster, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Transamerica Financial Advisors and Axianta Financial Partners. Landry also works as an insurance agent with AgencyFi. Encompass More Asset Management LLC primarily 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.
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.
Lancaster, CA
California
Encompass More Investments, LLC
2024 - Present (2 years)
Encompass More Asset Management LLC
2024 - Present (2 years)
AgencyFi
2024 - Present (2 years)
Vantage Financial Alliance
2024 - 2024 (1 year)
iPROS Insurance Professionals
2023 - 2024 (1 year)
LSPN Pro, LLC
2021 - 2024 (3 years)
Aurora Las Encinas Hospital
2019 - 2020 (1 year)
Kedren Community Hospital
2018 - 2019 (1 year)
Tarzana Treatment Center
2017 - 2018 (1 year)
Transamerica Financial Advisor, Inc.
2016 - 2024 (8 years)
Pacifica Hospital
2016 - 2017 (1 year)
Transamerica Financial Advisors, Inc
2014 - 2018 (4 years)
Axianta Financial Partners
2011 - 2024 (13 years)
World Financial Group, Inc.
2008 - 2024 (16 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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Series 66
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