Encore Investment- Financial Advisor Bellevue, WA

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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 Disclosures

General Information

Firm Start Year

1924

automated call

CRD#

4895365

Firm CRD#

333127

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892657/paladinregistry-Encore-Investment-detailed-disclosure.html

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Paladin Research Report For:

Encore Investment