How does ENTRUST CAPITAL MANAGEMENT, LLC help its clients? – Key Takeaways:
Entrust Capital Management, LLC is a leading financial advisory firm that assists its clients in achieving their financial goals by providing expert guidance and personalized solutions. The key takeaways of how ENTRUST CAPITAL MANAGEMENT, LLC helps its clients are:
- Entrust’s team of experienced advisors offer customized financial services that cater to the unique needs and goals of each client.
- Their comprehensive approach to financial planning helps clients to integrate all aspects of their financial life, including investments, taxes, estate planning, and risk management.
- Entrust’s advisors continuously monitor and adjust clients’ portfolios to ensure that their investments are aligned with their goals and risk tolerance.
- Their expertise in various financial fields, such as retirement planning, education planning, and insurance, allows them to provide well-rounded solutions to their clients.
Facts and Insights
Entrust Capital Management, LLC was founded in 1986 and is headquartered in New York City. As of 2021, the firm manages over $6 billion in assets and has a team of 15 advisors. The team’s combined experience and knowledge in the financial industry make ENTRUST CAPITAL MANAGEMENT, LLC a highly trusted and reputable firm among its clients.
Assets Under Management, Number of Advisors, and Time in Business:
Financial Advisory firms are required to disclose their assets under management, number of advisors, and time in business. This information allows potential clients to assess a firm’s experience and capabilities. Below is a table representing ENTRUST CAPITAL MANAGEMENT, LLC’s assets under management, number of advisors, and time in business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 1986 | $6,000 | 15 |
Financial Services Offered
Entrust Capital Management, LLC offers a wide range of financial services for individuals, families, and institutions. Some of the services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Services
- Charitable Giving
Their team of advisors collaborates with clients to understand their unique financial needs and develop tailored strategies to help them achieve their goals.
Client Types
Entrust Capital Management, LLC serves a diverse client base, including high net worth individuals, families, and institutions. Their services are tailored to meet the needs of each client, regardless of their net worth or financial goals.
Fees & Compensation
Like most financial advisory firms, Entrust Capital Management, LLC charges a fee based on a percentage of assets under management. The fee varies depending on the size and complexity of the client’s portfolio. As a Registered Investment Advisor, Entrust Capital Management, LLC has a fiduciary duty to act in the best interest of their clients and fully disclose any fees or conflicts of interest.
Background
Entrust Capital Management, LLC was founded by Richard Levin, who has over 40 years of experience in the financial services industry. The firm’s leadership also includes managing partners David Gerstenhaber, Christopher Remington, and Irwin Weiss, who have extensive experience in wealth management and investment advisory services.
Financial Advisor Disclosures to Know
It is essential to be aware of any disclosures a financial advisor or firm may have. These disclosures can include regulatory actions, legal disputes, or any potential conflicts of interest. As a Registered Investment Advisor, ENTRUST CAPITAL MANAGEMENT, LLC is required to disclose any material facts that may impact their ability to serve their clients effectively. Currently, no disclosures have been reported for ENTRUST CAPITAL MANAGEMENT, LLC.