Entasis Asset Management LLC fees and pricing
Financial planner in Brookfield, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Entasis Asset Management LLC charges an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000/yr
“The minimum fee for a coaching/education and financial planning relationship is $4,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Entasis Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged quarterly in arrears based on the market value of the client's account(s) on the last business day of the quarter.”
- “Because we charge in arrears, there should be no unearned fees.”
- “Fees are charged quarterly in arrears based on the market value of the client's account(s) on the last business day of the quarter.”
How Entasis Asset Management LLC’s fees compare
- Its annual fee of $4,000 is below the Wisconsin median of $5,000. 36% of the 25 other Wisconsin planners that publish an annual fee charge less.
- 1 of the 3 other planners in Brookfield that publish an annual fee charge less.
About Entasis Asset Management LLC
“Offered Entasis offers investment advisory, financial planning, tax planning and non-investment management services to its clients. Entasis offers Non-Discretionary Retirement Plan Advisory and Consulting services to retirement plan sponsors of corporations and other business entities of any size.”
- Firm size: 5 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.15% a year
- Minimum
- $350,000 in assets (stated in brochure)
- Clients
- 153
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $197,878,899
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282711
- Phone
- (262) 754-5299
Other planners in Brookfield that publish fees
- Annex Wealth Management, LLCBrookfield$1,000
- Borges FinancialBrookfield$395/hr, $1,000
- Brook CapitalBrookfield$1,000/yr
- Financial Strategies, Inc.Brookfield$300/hr, $1,000-$15,000
- Granite Financial GroupBrookfield$350/hr, $1,500-$10,000
- Midwest Wealth Solutions LLCBrookfield$400/hr, $8,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.