Monique Pressley is a ChFC-designated registered investment advisor at Intelligent Capitalworks, based in Scottsdale, AZ, with 18 years of industry experience. Monique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 99 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
ICW Investment Advisors charges an annual fee for combined investment management and wealth management services. The investment management portion is 0.50% annually. The wealth management portion varies between 0.50% and 1.25% annually, based on factors like the complexity of services, time required, and client responsiveness. The total annual fee generally varies between 1.00% and 1.75%. ICW does not offer these services independently.
Location
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ, 85254-1595
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Intelligent Capitalworks
Previous Registrations
Stableford Capital, LLC
Lincoln Financial Securities Corporation
Morgan Keegan & Company, INC.
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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