Entrust Financial LLC

Financial Advisor in Audubon, PA

Firm Info
Address: 940 W Valley Rd #1902, Wayne, PA 19087, USA
Phone: (610) 687-3515

Firm Size
Assets Under Management: $235.8 million
# of Advisors: 4
# of Clients: 898
Client to Advisor Ratio: 225:1
Average Account Size: $262,535
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Entrust Financial LLC Overview

Forum Financial Management, LP is a fee-only registered investment advisory firm that provides investment advice exclusively. The firm was founded in 2009 and has its headquarters located in Lombard, IL. As a fee-only firm, Forum Financial Management earns income strictly from the fees that its clients pay for its advisory services and does not receive any commissions or compensation whatsoever from any other sources. The services offered by Forum Financial Management include financial planning and portfolio management for individuals and small businesses. For businesses and institutional clients, the firm also offers portfolio management and pension consulting services. In addition to these services, Forum Financial Management also provides consulting services to its clients. Clients of Forum Financial Management can trust that the firm offers unbiased and personalized advice with an aim to achieve their financial objectives. As a registered investment advisory firm, the team at Forum Financial Management has a fiduciary responsibility to prioritize their clients' interests ahead of their own.

ENTRUST FINANCIAL LLC caters to a wide range of clients wherein the needs and priorities of each client are taken into account. The firm primarily serves individuals looking for professional financial advice, but it also has experience in working with high net worth individuals seeking wealth management and retirement planning services. Pension and profit-sharing plans are given assistance to properly manage their investments to meet their financial goals. Charitable organizations that require sound financial planning to sustain their operations will also find help from the firm. ENTRUST FINANCIAL LLC does not limit itself to these clients and accepts other corporation types not listed. The firm provides flexible and transparent fee structures, depending on the type of service required. Clients may opt to pay a percentage of their assets under management (AUM), which means the firm's compensation is based on the investment decisions it makes and grows the client's portfolio. Hourly rates may apply in cases that do not require ongoing investment management but instead need help in one-off financial decisions or planning. A fixed fee is available for services that have a specified scope or duration. ENTRUST FINANCIAL LLC guarantees that all fees will be discussed and agreed upon upfront, ensuring that clients understand the charges before proceeding with their plans.

Typical Clients, Fee Structures & Investment Minimum

The note in Entrust Financial LLC's Part 2 Brochure states that the firm generally imposes a minimum portfolio value of $750,000 as a condition for starting and maintaining an investment management relationship. However, the firm may waive its minimum account requirements based on certain criteria, as stated in the note.

How This Office Can Help Audubon, PA Residents

Entrust Financial LLC assists clients in Audubon, PA, with a wide range of financial planning and investment services. The company's team of experienced financial advisors works with each client individually to understand their financial goals and develop customized strategies to help them achieve those objectives. Whether clients are saving for retirement, planning for their children's education, or seeking ways to generate income in retirement, Entrust Financial LLC offers personalized advice and investment solutions to meet their unique needs. Residents of Audubon, PA, may face a variety of financial challenges, such as managing debt, saving for retirement, and navigating complex tax laws. The team at Entrust Financial LLC can assist clients with budgeting, debt reduction, retirement planning, and tax-efficient investing, among other financial issues. By working closely with their clients, the advisors at Entrust Financial LLC help residents of Audubon, PA, achieve their financial goals and live the lives they envision for themselves and their loved ones.

To view the Minimum Investment and Fee Schedule for Entrust Financial LLC, visit their Part 2 Brochure.

Services Offered by Entrust Financial LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Entrust Financial LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 940 W Valley Rd #1902, Wayne, PA 19087, USA
Phone (610) 687-3515
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  3 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Entrust Financial LLC is registered to service clients in the following states:

  • Delaware
  • Florida
  • Louisiana
  • Massachusetts
  • New Jersey
  • Pennsylvania
  • Texas

Disciplinary History

Entrust Financial LLC does not have any disclosures. Please visit it's Form ADV for more details.