Entrust Financial LLC

Entrust Financial LLC® is a registered investment advisor offering financial planning, consulting, and investment management services. Founded in March 2015 by Joslyn G. Ewart, the firm is now majority-owned by McKenzie J. Frankel and Jennifer M. Bravo. As of December 31, 2024, the firm managed approximately $315,237,775 in assets, with $312,521,012 under discretionary management. Entrust Financial tailors its services to meet individual client needs, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm primarily allocates client assets among mutual funds, ETFs, and Independent Managers based on client objectives. Clients have the option to engage Entrust Financial to manage various investment products, including variable life insurance and annuities. The firm conducts ongoing due diligence on Independent Managers and monitors client portfolios regularly. Entrust Financial charges a wealth management fee based on assets under management, with fees ranging from 0.50% to 1.10% depending on the portfolio value. For financial planning services, fees start at $3,500 with additional hourly charges. The firm acts as a limited scope ERISA 3(21) fiduciary for retirement plans, assisting plan sponsors with investment decisions. Entrust Financial does not provide services for performance-based fees and generally recommends utilizing Schwab for custody and brokerage services. The firm exercises investment discretion on behalf of clients and does not accept authority to vote client securities. Entrust Financial has no disciplinary events and maintains a Code of Ethics to ensure compliance with securities laws.