James Wylie is a registered investment advisor at Intech, based in West Palm Beach, FL, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intech Investment Management's clients are institutional investors. Fee schedules are available separately to clients and prospective clients. Intech offers flat, tiered, and performance-based fee structures. Fees are generally negotiable and based on a percentage of the total assets managed. Intech bills clients directly and in arrears, typically on a quarterly basis.
Location
250 S. Australian Ave, Suite 1700, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Intech
Previous Registrations
Foreside Financial Services, LLCBroker
Foreside Fund Services, LLCBroker
Spouting Rock Capital Advisors, LLCBroker
Nylife Distributors LLCBroker
Mbsc Securities CorporationBroker
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
Funds Distributor, INC.Broker
Pbhg Fund DistributorsBroker
The Blackstone Group L.P.Broker
Barclays Global Investors ServicesBroker
Wells Fargo Securities INC.Broker
Salomon Brothers INC.Broker
State Registrations1 state
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