About Encore Investment
Encore was created by technology entrepreneurs who have successfully built companies from the ground up. We assemble a team of advisors in different fields to focus on your goals and the most appropriate strategies to achieve them.
Your financial resources' makeup is unique, and managing them should be, too. We created Encore because typical wealth managers couldn't deliver personalized solutions best suited to our specific circumstances.
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General Information
Firm Start Year
1924
automated call
Yes
CRD#
4895365
Firm CRD#
333127
Number of Years with Current Firm
1
Work with the following types of clients
Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892657/financialplanners-Encore-Investment-detailed-disclosure.html