Blake Luehlfing is a registered investment advisor at Intentional Wealth Strategies, based in Colorado Springs, CO. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning. Their firm serves 157 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable above $3,000,000.
Fee Estimator
Location
1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO, 80920
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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
Intentional Wealth Strategies
State Registrations1 state
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