EntrepreneurShares manages investments primarily using strategies focused on companies with entrepreneurial cultures. They customize investments to client needs. EntrepreneurShares also provides valuation services for assets, businesses, and securities. They serve investment companies, other advisors, retail investors, and high-net-worth individuals through separately managed accounts, mutual funds, and model portfolio programs.
Assets Under Management$45M
Clients1
Advisors1
Avg. per Client$45M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.99% |
| $20M+ | 0.99% |
Fees are negotiable for accounts over $20 million or platforms with small accounts that in the aggregate are of substantial size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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