RISE Program
Investable Assets- $250K-$750K
Annual Fee for Investment Management
Fee Include:
- Discovery Meeting—Thorough meeting that is geared toward gaining a complete understanding of what is important to you and what you would like to accomplish with your money.
- Fundamental Financial Planning—Your financial roadmap formulated to help you achieve everything that is important to you. Annual updates are provided, as needed.
- Investment Plan—Designed using an ETF (exchange-traded funds) allocation portfolio, aimed at achieving your long-term goals while managing your risk. Portfolio implementation and ongoing oversight provided by our investment committee.
- Financial Planning Meeting—Review your financial plan and ETF portfolio allocation together, clarifying the steps you need to take.
- Virtual Annual Regular Progress Meeting (45 minutes)—Review Investment Progress as well as any changes in your financial life which may impact your financial plan. Review and update your financial plan as needed.
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.
