Intrinsic Wealth Counsel offers comprehensive financial planning and investment management services designed to align your money with your personal life goals. The firm operates under a legal requirement to act in your best interest. Services include holistic financial planning covering retirement, taxes, cash flow, insurance, and estate document reviews, alongside customized equity and income portfolio management using institutional-class securities and low-cost funds. The firm specializes in value investing and tailoring portfolios to individual risk tolerances and tax situations. Most clients work with Intrinsic Wealth Counsel under an integrated agreement combining planning and investment management, though standalone portfolio management is also available for accounts meeting the minimum size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for assets over $5 million are negotiable. Minimum annual fees apply ($5,000 for portfolio management only, $10,000 for integrated planning and portfolio management).