Entasis Asset Management LLC

Entasis Asset Management LLC is a Wisconsin-based investment advisory firm established in 2016 and registered with the SEC. The firm offers investment advisory and financial planning services to various clients, including individuals, corporations, pension plans, endowments, and trusts. They provide Investment Planning services with a minimum account size recommendation of $250,000 and Investment Management services with a minimum account size of $50,000. Clients can have discretionary or non-discretionary accounts, with the firm having the authority to manage investments on their behalf. Entasis offers a range of investment strategies, including equity, fixed income, and balanced portfolios, tailored to individual client needs and risk tolerance. Fees for Investment Planning services are based on a percentage of assets under management, with rates ranging from 0.75% to 0.90%. Investment Management services have a flat annual fee rate of 0.60%. The firm does not charge performance-based fees or participate in side-by-side management. Entasis does not have any disciplinary events to disclose and does not receive compensation for client referrals. The firm uses Schwab and Fidelity as custodians and may receive benefits from these relationships, but these benefits do not depend on the amount of transactions directed to them. Clients are encouraged to review account statements from the custodian to verify fee calculations and transactions. Entasis does not vote on behalf of clients but forwards proxy materials for clients to vote independently. The firm has no financial issues that would impact its ability to serve clients.