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Anima Nikonthet

Advisor at Encompass More Asset Management LLC

Updated today

Location

Winslow, ME 04901

Credentials

CFP®

Industry experience

1 year

About

Anima Nikonthet is a CFP® professional with one year of experience at Encompass More Asset Management LLC. She has a background that includes roles at PricewaterhouseCooper LLC and operates Anima CPA, where she provides tax services as a director. Additionally, she owns and manages several restaurants, including Asian Cafe, Asian Noodle Bowl, and Splash of Thai, overseeing daily operations, marketing, human resources, and financial management. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Client services

Based on Encompass More Asset Management LLC

Financial planning Portfolio management

Expertise

Based on Encompass More Asset Management LLC

Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning/consulting as specified in the agreement, varying by client and complexity.

Percentage

up to 2.0% annually (negotiable; never to exceed 2%)

Commissions

Registered representatives may earn commission-based compensation on securities and insurance products sold separately from advisory accounts.

Project-based

Hourly financial consulting fees generally range from $100 to $300 per hour.

Performance-based

Management Services to pooled investment vehicles: 2.0% annual management fee plus 20% performance allocation above 8% annualized return with high water mark.

Subscriptions

Subscription-based financial planning fees payable monthly or quarterly as specified in the agreement.

Other

Fee-only: Advisory fees based on a percentage of assets under management; financial planning fees negotiated, may be hourly, fixed, or subscription-based.

Location

53 Bay St, 2nd Fl

Winslow, ME 04901

Most active in

Maine

Work history

Encompass More Asset Management LLC

2024 - Present (2 years)

Anima CPA

2020 - Present (6 years)

Pricewaterhousecooper LLC

2015 - Present (11 years)

Asian Cafe

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sage D

Series 65

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Sage Duguay is a financial advisor at Wealthy With Intention with a Series 65 credential and no prior industry experience. He has worked as a consultant analyst for ResourceWise, providing data analysis and strategic consulting in the pulp and paper industry, and owns a separate business offering general financial education seminars. Wealthy With Intention provides fee-only financial planning services to individuals and high-net-worth clients through project-based and ongoing engagements. The firm does not manage investments or take custody of assets but offers investment recommendations tailored to clients’ risk tolerance and time horizon, using a mix of passive and active strategies.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Belgrade, ME

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Options & derivatives strategies Passive / index investing
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Richard T

Series 63, Series 65

Belgrade, ME

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Options & derivatives strategies Passive / index investing
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Options & derivatives strategies Charitable giving & philanthropy
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Stephanie F

Series 63, Series 66

Sidney, ME

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Stephanie Fecteau is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at MainePERS for 26 years and has been an agent with Agia since 2022. Outside of her advisory role, she serves as treasurer for the Central Maine Babe Ruth League and is an independent beauty consultant for Mary Kay, Inc. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and operates at scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Christopher B

Series 66

Waterville, ME

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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