K. Batchelor is a CFA-designated registered investment advisor at Entasis Asset Management LLC, based in Brookfield, WI, with 12 years of industry experience. K. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 159 clients with $200M 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 Asset Management charges 0.60% for standalone investment management. Other wealth management programs charge tiered rates starting at 1.15% or 0.90%.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
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