ENTASIS ASSET MANAGEMENT

We believe the average investor pays too much for financial planning and portfolio advice. We also believe that costs quickly limit the potential for wealth compounding. Our fee schedule is designed to be below industry averages... We believe it is the duty of investment advisors to provide clarity to clients about the type and amount of fees being paid and to disclose conflicts of interest. We are only compensated by an advisory fee, but proactively manage product and platform fees to limit total client fees to the greatest extent possible... We are a cost conscious investment advisor that offers financial planning and institutional quality investment management to individuals. We offer retirement planning and research and consulting services to institutions.

Also known as: Entasis Asset Management LLC

Primary location: Brookfield United States