Entelechy LLC provides financial planning, investment management, and tax preparation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating tailored investment portfolios based on client goals and risk tolerance. Tax preparation services are also available.
Assets Under Management$250M
Clients80
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$250M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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