PCM Encore, LLC logo

PCM Encore, LLC

Updated today

Client assets under management

$1,589,393,163

Clients

127

52% high-net-worth

Advisors

8

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

16

Very Low

Average account size

$12,514,907

About

PCM Encore provides financial planning, consulting and discretionary wealth management to individuals, trusts, estates, charities and business entities, including high-net-worth households. Its services include tax-aware portfolio strategies, portfolio management using mutual funds and ETFs, allocation to individual securities and private placements, use of Independent Managers, and an elective affiliated tax-planning platform (PCM Tax).

The firm constructs tailored, long-term portfolios grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and tax efficiency while favoring low-cost passive funds where appropriate and employing active managers selectively. PCM Encore also offers Direct Indexing through a PIMCO sub-advisory relationship, supports held-away account management via Pontera, and recommends private investments such as exchange funds and private credit when suitable.

PCM Encore’s scale and structure are notable for a team firm: it reports roughly $1.74 billion in discretionary AUM across seven advisors and operates multiple offices, which is an uncommon footprint for peers. The brochure discloses a network of affiliated investment and holding entities and an affiliated tax platform (each identified as potential conflicts of interest), and the firm describes custodial relationships and a 10-basis-point custodial relationship fee arrangement that can affect platform services and execution.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $250,000,000: 0.25% Above $250,000,000+: 0.20%

Commissions

Certain Access Persons offer insurance products under separate commission-based arrangements

Other

Minimum fee: Financial planning and consulting fees range from $1,000 to $5,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting from $1,000 to $5,000 (negotiable)

Main office location

PCM Encore, LLC

520 E Cooper Ave., Ste. 7 C

Aspen CO 81611, United States

Number of offices

8

Most active in

California · Colorado · Florida · New Hampshire · New York · North Carolina · Oklahoma · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kyle B

CFP®, Series 63, Series 66

Aspen, CO

PCM Encore, LLC

Kyle Boucher is a CFP® with eight years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. before joining PCM Encore in 2025. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective active management.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Jachin V

CFP®, ChFC®, Series 65

Dallas, TX

PCM Encore, LLC

Jachin Vercher is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. His prior experience includes roles at Dash Investments, Warwick Enterprises, and Fisher Investments. Outside of his advisory work, he is the owner of PNW Ecommerce LLC, a holding company for e-commerce businesses and real estate. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach grounded in Modern Portfolio Theory, focusing on strategic asset allocation, diversification, and tax efficiency.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

John G

Series 63, Series 65

Midlothian, VA

PCM Encore, LLC

John Gavin is a financial advisor at PCM Encore, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fisher Investments, NYLIFE Distributors, and Nuveen Investments. Outside of his advisory role, he is involved with DHDA, LLC, a company that holds residential properties for rental income. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, strategic asset allocation, diversification, and tax efficiency, managing over $1.2 billion in discretionary assets across a concentrated client base.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Kate B

Series 63, Series 65

Tampa, FL

PCM Encore, LLC

Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Lincoln Financial Distributors and Fisher Investments. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds alongside selective active management.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Joseph H

CFP®

Folsom, CA

PCM Encore, LLC

Joseph Hendrickson is a CERTIFIED FINANCIAL PLANNER™ professional at PCM Encore, LLC with experience as part of a seven-advisor team based in Folsom, CA. PCM Encore provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charities, and business entities, including high-net-worth households. The firm applies Modern Portfolio Theory to construct tailored, long-term portfolios emphasizing asset allocation, diversification, and tax efficiency, using a mix of low-cost passive funds and selective active management.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Alixandria T

CFP®, Series 63, Series 65

Charlotte, NC

PCM Encore, LLC

Alixandria Tucci is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. Her prior roles include positions at Q3 Advisors, LLC, Facet Wealth, and Vanguard. Outside of finance, she operated Queen City Pet Sitting for six years. PCM Encore, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax efficiency, managing portfolios with a combination of passive funds, active managers, and private investments.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Samuel R

Series 65

Bellevue, WA

PCM Encore, LLC

Samuel Rice is a financial advisor with PCM Encore, LLC in Bellevue, WA, holding a Series 65 designation and one year of industry experience. Prior to joining PCM Encore, he worked at Assurance IQ for eight years and Allstate Insurance for one year. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a focus on passive, low-cost funds and selective use of active managers.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
user avatar

Michael P

Series 65

Aspen, CO

PCM Encore, LLC

Michael Paulus is a financial advisor at PCM Encore, LLC with one year of industry experience. He holds a Series 65 designation and serves as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also involved as a partner at PCM Growth, a private investment company, and acts as co-trustee for the Paulus Family Irrevocable Trust. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective use of active managers.

Tax-loss harvesting Private / alternative investments Concentrated stock management Income planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")