K Robert J. Batchelor, CFP^®

CFA,

CEO

Entasis Asset Management

200 S Executive Dr, Ste 101
Brookfield, WI 53005-4216

FINANCIAL ADVISOR'S WEBSITE

www.EntasisAM.com

(844) 205-6911

+1 More Number

(262) 754-5292

CONNECT WITH K Robert

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our fees are 0.90% for accounts up to $1M and 0.75% for accounts greater than $1M.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Company Website

Brochures

ADV Brochure

Form CRS

General

K Robert Batchelor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Entasis Asset Management in Brookfield, WI and the surrounding communities.

Financial Advisor Overview

At Entasis, we believe most investors pay premium fees for overly complex portfolios, creating the illusion of value. We utilize our decades of investment experience to develop low cost, understandable portfolios that leverage our in-house research. In our opinion, our approach corrects for that illusion and increases potential return outcomes for clients.

Financial Advisor Experience

Bob J. Batchelor, CFA®, CFP® is Co-Founder and Chief Executive Officer of Entasis Asset Management. Bob has 25 years of experience in the investment industry. Prior to founding Entasis, Bob worked at Artisan Partners where he held a variety of roles including Head of Corporate Communications, Managing Director, Head of Marketing and Technology and Head of Marketing and Communications. He also served as a member of Artisan Partners Executive Committee. Before Artisan Partners, Bob worked at Strong Capital Management as Client Account Manager and Director of Investment Research and Communication. Bob holds an M.B.A. from Marquette University and a B.B.A. from the University of Wisconsin-Madison. He has earned the right to use the CFA designation. Bob is a member of the CFA Institute and CFA Society of Milwaukee. Bob has also earned the Certified Financial PlannerTM Certification and SE-AWMATM professional designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Women's Finances