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Encore Investment

10900 NE 4th Street
Suite 2406

Bellevue, WA 98004

888-697-0204

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

Yes

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

Wealth Management, Money Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Services

Investment Types

Options & Futures, Bonds, Stocks, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Video Conference, Phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

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

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892657/retirementplanning-Encore-Investment-detailed-disclosure.html

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