Entrust Financial provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. Entrust Financial manages client investment portfolios, allocating assets among mutual funds, exchange-traded funds, and independent investment managers. Entrust Financial also offers financial planning services such as retirement planning, tax planning, and estate planning. Clients retain discretion over implementation decisions.
Assets Under Management$350M
Clients268
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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