Entree Wealth offers wealth management services that include both investment management and financial planning. They work with clients to establish financial goals and values, then create a personalized investment plan and manage a portfolio based on that plan. They advise on investments in stocks, bonds, mutual funds, ETFs, and other securities. Financial planning covers areas like investment analysis, tax planning, business planning, financial independence, college savings, employee benefits, estate planning, and risk management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum annual fee of $10,000 ($2,500 per quarter). Investable assets include marketable securities, retirement accounts, and other investment accounts not directly managed by the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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