Independent, and small on purpose.
Entrusted Wealth is a founder-led, solo-advisor firm in the Flathead Valley, Montana, providing investment management and retirement planning to clients nationwide. Fees are 0.75% per year on household assets up to $2 million and 0.50% from $2 million to $5 million, with no increase above $5 million.
See pricing detailsWhat independence means here.
Entrusted Wealth isn't owned by a bank, brokerage, or insurance company, and doesn't sell products. The advisory fee you pay is the firm's only compensation, so recommendations aren't shaped by anything else.
Retirement is a series of decisions.
Several of them can't be undone, and the order matters. Planning covers:
- Turning savings into reliable income
- When and how to claim Social Security
- Investment allocation and ongoing analysis
- Tax planning, including which accounts to draw from and when
- Charitable giving and gifting strategies
One relationship, both halves.
Every relationship includes ongoing investment management and retirement planning. The plan gets updated as markets, tax law, and your life change, and the portfolio follows the plan.
How portfolios are managed