K. Batchelor is a CFA-designated registered investment advisor at Entasis Asset Management LLC, based in Brookfield, WI, with 11 years of industry experience. K. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 155 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Entasis generally requires a $50,000 household minimum to open and maintain an Investment Management account(s). Clients with at least $5,000 can utilize Charles Schwab’s Institutional Intelligent Portfolios® (IIP) technology and service platform. Fees may be negotiable for clients placing household assets of approximately $5 million or more under discretionary management.
Fee Estimator
Contact
K. Batchelor
Location
300 N Corporate Dr, Suite 220, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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K. is the President of CSC Investments LLC, a business set up to manage personal real estate investments. K. dedicates a few hours per week to project oversight for the business.
Employment History
Current Registrations
Entasis Asset Management LLC
Previous Registrations
Strong Capital Management INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams