David Lacroix
David Lacroix is a registered investment advisor at Entasis Asset Management LLC, based in Brookfield, WI, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 155 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Entasis generally requires a $50,000 household minimum to open and maintain an Investment Management account(s). Clients with at least $5,000 can utilize Charles Schwab’s Institutional Intelligent Portfolios® (IIP) technology and service platform. Fees may be negotiable for clients placing household assets of approximately $5 million or more under discretionary management.
Fee Estimator
Location
200 S Executive Dr., Suite 101, Brookfield, WI, 53005
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Customer Dispute
November 2010Employment History
Current Registrations
Entasis Asset Management LLC
Previous Registrations
Cleary Gull Advisors INC.
Cleary Gull INC.
Cleary Gull INC.
Cleary Gull INC.Broker
A. G. Edwards & Sons, INC.Broker
M&i Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.