EntreWealth is a registered investment advisor based in Austin, Texas, founded by Jeffrey Socha. The firm provides ongoing investment management services tailored to each client's individual goals, time horizon, and risk tolerance. EntreWealth creates a personalized investment policy statement for every client and manages portfolios using a mix of charting, cyclical, fundamental, quantitative, and technical analysis. The firm primarily employs long-term trading strategies across a variety of securities, including stocks, bonds, mutual funds, exchange-traded funds, and digital assets. In addition to managing traditional portfolios, EntreWealth can oversee held-away accounts like retirement plans through third-party platforms and may recommend outside managers or sub-advisors when appropriate. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, and has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable and paid monthly in advance.