EntentVest provides investment management services, making investment decisions for clients based on their goals and risk tolerance. They primarily use exchange-traded funds. EntentVest also offers financial planning services, including retirement planning, tax strategies, and estate planning. They use Betterment as a custodian.
Assets Under Management$7M
Clients17
Advisors1
Avg. per Client$410K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Betterment charges a custodial fee of 0.14% annually. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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