VETTED
Tel: 888-697-0204 10900 NE 4th Street Suite 2406 Bellevue, WA 98004
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.
See DisclosuresYour 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.
General Information
Firm Start Year:
1924
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
Services
Investment Types:
Bonds, Stocks, Commodities, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Phone, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Minimum Portfolio Size for New Managed Accounts:
$500,000
Compensation Methods:
Flat Fee
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
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