Encompass Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
enCompass Wealth Management, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients and their related trusts and estates. The firm manages roughly $11.1 million for a very small client base and provides regular performance reporting, customized investment policy statements, and access to third‑party separate account managers.
The firm’s investment process is grounded in asset allocation models based on modern portfolio theory and quantitative analysis, with diversified portfolios built from mutual funds, ETFs and manager‑run accounts. For appropriately qualified clients, enCompass also integrates alternative investments and uses derivatives and option strategies — including covered calls, collars and hedging or monetization techniques for concentrated stock positions — as part of portfolio implementation and risk management.
Notably, the firm’s sole principal is also a licensed insurance agent and may recommend insurance products for which commissions may be paid, a relationship the brochure identifies as a potential conflict of interest. It is also atypical for a solo‑advisor practice of this size to offer access to privately placed alternatives and active option or concentrated‑position strategies, which may make the firm’s service set and suitability considerations different from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning may be negotiated based on complexity
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Commission-based compensation may be received for sale of insurance products by advisory professionals
Financial planning hourly rate at $250/hour
Minimum fee: No minimum fee required; fees are negotiable and may be tiered or flat Fee-only: Financial planning fees charged hourly at $250/hour or fixed fee; minimum expected fee approximately $2,000; fees may be waived if client commits minimum assets (generally $250,000) to management
Main office
1870 W Winchester Road, Suite 148
Libertyville IL 60048
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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