Intrinsic Investors offers continuous asset management services, where they make investment decisions for you. They start by helping you determine your investment goals and then manage your assets accordingly. Intrinsic assists clients in establishing a brokerage account to invest and reinvest funds in securities. They may recommend various securities, including mutual funds, stocks, bonds, and exchange-traded funds.
Assets Under Management$130M
Clients156
Advisors3
Avg. per Client$830K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.80% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...