Intrinsic Investors is a registered investment advisor based in Wauwatosa, Wisconsin, providing continuous asset management services on a discretionary basis. Founded in 2000, Intrinsic Investors tailors its investment strategies to the individual goals and risk tolerance of each client. The firm uses fundamental and technical analysis, asset allocation, and dollar-cost averaging to manage portfolios containing a mix of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Intrinsic Investors works with a wide variety of clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans.
Fee Structure
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% |
Fees are billed quarterly in advance. Assets of related portfolios may be combined for fee calculation purposes.