Entasis Asset Management provides investment advice, financial planning, tax planning, and consulting services to individuals, businesses, retirement plans, and other organizations. Entasis offers wealth management services, which include financial planning, and investment management services through various strategies. They also offer consulting services to other investment advisory firms and retirement plan sponsors. Entasis tailors its services to meet individual client needs and goals.
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.
