InterVest is an independent financial counseling firm that has been in business since 1982, located in Chevy Chase, Maryland. The firm offers comprehensive financial planning, non-discretionary investment consulting, and portfolio management services. InterVest helps clients analyze their overall financial position—including assets, liabilities, income, taxes, insurance, and retirement and estate planning goals—to create a personalized financial blueprint. For investment management, InterVest primarily works with clients through third-party investment programs such as SEI Investments Management Corporation, as well as external managing firms like Brown Advisory, Carderock Capital, Edgemoor Investment Advisors, Glassy Mountain Advisors, and Marshfield Associates. The firm tailors its services to individual client objectives, helping coordinate recommendations across legal, accounting, and banking professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the SEI program, annual fees range between 0.25% and 1.00% based on the scope of the relationship. For third-party manager referrals, InterVest receives a portion of the fee collected by the manager (e.g., 27.5% to 35% of their fee).