Heather Mcgee is a registered investment advisor at Intentional Asset Management, based in New York, NY. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Socially Responsible Investing. Their firm serves 1 clients with $500K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For private investment vehicles, Intentional Asset Management is compensated through management fees and performance-based allocations or carried interest, with specific terms negotiated at the time of formation. For future thematic investment strategies, the company expects to charge the following annual fees:
- Non-discretionary advice — up to 0.75%
- Separately managed accounts — up to 0.50%
- Thematic strategies — up to 0.40%
These fees are negotiable and will be billed in arrears quarterly.
Location
12 East 49th Street, 11th Floor, New York, NY, 10017-1012
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Regulatory History (1)
Criminal
December 2011Employment History
Current Registrations
Intentional Asset Management
State Registrations1 state
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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