Send us your CV firstname.lastname@example.org
We are seeking an cwho is
If you’re looking for a chance to do the kind of work that adds up to something meaningful,
If you thrive in a collaborative environment, surrounded by smart, motivated people,
If you’re committed to sharing unbiased, objective advice and have the experience to prove it,
You don't need to be an RIA right off the bat. You may have worked as broker. What matters is that you are genuine and want to help others plan their financial lives - without commissions.
Please apply if you live within 30 miles of Brevard, NC. We're remote friendly and can work with flexible schedules.
Encompass Advisors is strictly a fee-only RIA model firm.
This means that we are compensated solely by the client. We don’t sell financial products or securities, we don’t accept commissions, and we don’t have sales quotas to meet or sales contests to win.
Encompass Advisors is strictly “Fee-Based”.
A fee-based advisor is not the same as a “Fee-Only” advisor.
Fee-based means that the broker gets paid both sales commissions and fees. The fee is not for rendering advice, but for the client's investment.
It is a way for a broker to look like a fee-only fiduciary advisor, but in reality, still, receive sales commissions. A fee-only RIA firm is different. This means that we are compensated solely by the client.
We don’t sell financial products or securities, we don’t accept commissions, and we don’t have sales quotas to meet or sales contests to win. Our singular goal is giving you the best options available to accomplish your financial goals.
Encompass Advisors welcomes initial consultations with no obligation.
We provide a free consultation to determine if we can provide you with services and guidance that meet your needs.
We have two assistants who will work with your account information.
No one else will manage your account other than your Financial Advisor.
By “performance” do you mean Time Weighted Return and/or Internal Rate of Return?
If so, that is an excellent question but difficult to answer specifically. The reason is that we have many clients with divergent objectives, risk tolerances, time horizons, special needs and estate plans which can have a major effect on TWR (Time Weight Return) and IRR (Internal Rate of Return).
For example, if one client is very, very conservative and another client is very, very aggressive, the returns for both clients in the same market environment will be much different. The conservative client will have a lower return because they want less risk and vice versa with the aggressive client.
If by “performance” you mean, meeting our clients' objectives and giving them peace of mind, that is our sole motivation.
We would be glad to share our personal portfolio investments with you.
We are in the same investments that we recommend to our clients.