Entrusted Wealth offers financial planning and investment advice to individuals and families. Portfolio management includes developing an investment policy, building portfolio recommendations, and implementing them at a third-party custodian. Financial planning services can be part of investment management or engaged on a standalone basis, covering life planning, retirement income, stock compensation, insurance needs, and more.
Assets Under Management$5.8M
Clients9
Advisors1
Avg. per Client$650K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.00% |
No fee for assets above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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