Intellicents Investment Solutions INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Intellicents Investment Solutions (iis) offers investment advice to retirement plans and wealth management services to individuals. For retirement plans, iis recommends investment options and provides participant education. For individuals, iis offers investment management and financial planning, with fees based on a percentage of assets or a fixed/hourly rate. iis also offers a wrap fee program called intellivest.
Assets Under Management$7.4B
Clients6,093
Advisors53
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
53 Advisors at this firm
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