Entrust Parable Capital provides investment consulting and investment management services. Consulting includes business planning, cash flow forecasting, trust and estate planning, financial reporting, investment consulting, retirement planning, risk management, charitable giving, and tax planning. Investment management involves managing client portfolios, allocating assets among mutual funds, exchange-traded funds, individual debt and equity securities, and options. Entrust Parable tailors its services to meet individual client needs.
Fee Structure
Entrust Parable Capital offers investment management services for an annual fee based on a percentage of your account balance. This fee ranges from 1.00% to 2.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is charged monthly, in advance, based on the market value of your account on the last day of the previous month. Fees may be negotiable for certain client holdings.