401(k)
Investable Assets—$1M and up
Annual Fee for Investment Management
Fee Includes:
- Provide support so you can feel confident that you are meeting your fiduciary responsibilities.
- Determine what type of plan structure meets your needs and those of your employees.
- Evaluate several 401(k) providers to identify the best price for the plan you need.
- Create an investment platform that is geared toward meeting your needs and those of your employees.
- Provide semi-annual enrollment meetings for your new employees.
- Provide annual educational meetings to you and your employees on plan features or revisions.
- Schedule a semi-annual review and update meeting regarding your firm’s 401(k) plan, including an annual evaluation of your 401(k) menu of investment choices.
Wealth Management:
Investable Assets
$750K and up
401(k):
Investable Assets
$1M and up
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
