intellicents investment solutions inc. provides personal financial advisory and investment management services for individuals, as well as consulting services for retirement plans and health savings accounts. The registered investment advisor helps clients establish investment objectives, create financial plans, determine asset allocations, and monitor portfolios on a continuous basis. Services are offered on a non-discretionary or discretionary basis, and the firm may utilize third-party sub-advisers or digital investment platforms to manage portions of client portfolios. In addition to investment management, intellicents offers financial planning on a fixed-fee or hourly basis. The firm operates with majority ownership by Bradley K. Arends and Grant S. Arends and manages billions in assets.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.