Intellicents Investment Solutions INC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$9.9B
Clients8,280
Advisors61
Avg. per Client$1.2M
Avg. per Advisor$160M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.

Fee Estimator
Your Portfolio Value
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Location

61 Advisors at this firm

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Intellicents Investment Solutions INC - Fees, AUM & Advisors | TrueAdvisor