Rolando Intia is a registered investment advisor at Itaxandinvestments INC, based in Chicago, IL, with 6 years of industry experience. Rolando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is up to 1.50% of assets under management. Fees are negotiable based on the complexity of client goals and objectives.
Fee Estimator
Location
6859 W Addison St Suite 1, Chicago, IL, 60634
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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
Itaxandinvestments INC
Previous Registrations
Lakeshore Capital Group, INC.
J. W. Cole Advisors, INC.
Transamerica Financial Advisors, INC.
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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