Entruity Wealth provides investment management and financial planning services. As a legally required fiduciary, Entruity Wealth aims to act in the client's best interest. Services include comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and cash management solutions. Financial planning covers investment, retirement, estate, charitable, education, and tax planning.
Fee Structure
Entruity Wealth offers investment management services with fees that do not exceed 1.5% annually. The firm also manages held-away accounts through Pontera, charging a fee not exceeding 1%, with Pontera receiving an additional 0.25% fee paid by Entruity Wealth. Fees are negotiable and billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals of $10,000 or more during the quarter. The firm also offers a cash management service with fees not exceeding 0.50% annually.