Mckenzie Frankel is a CFP-designated registered investment advisor at Entrust Financial LLC, based in Wayne, PA, with 20 years of industry experience. Mckenzie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 268 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are calculated quarterly. The firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
487 Devon Park Drive, Suite 216, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mckenzie is the treasurer for Adoptions from the Heart, reviewing balance sheets and assisting with fundraising, dedicating minimal time. She also serves as the secretary of the local chapter board for NAWBO, contributing to program development and membership growth, spending about 10-20% of her time.
Employment History
Current Registrations
Entrust Financial LLC
Previous Registrations
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
State Registrations2 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.