ENTELEVEST, LLC is a registered investment advisor providing wealth management and financial planning services. Wealth management includes discretionary and non-discretionary options, potentially using model portfolios. Financial planning covers a range of topics, from broad planning to single-subject consultations. The firm also offers advisory services for 401(k), pension, and profit-sharing plans, as well as insurance consulting through a third party.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000. Accounts under $500,000 are billed at 1.50%. Accounts that fall below $475,000 due to withdrawals will be billed at the annual rate of 1.50%. ENTELEVEST, LLC will negotiate the fee for accounts under $500,000 when Financial Planning Fees are also paid by a client which includes ongoing monitoring.