Intune Management Corp., led by Michael Jansen, offers investment advice and financial planning. They start with a free consultation to understand your goals and risk tolerance. If you choose portfolio management, they'll tailor investment recommendations to your needs, primarily using stocks, mutual funds, and ETFs. They also offer comprehensive financial plans covering various aspects of your finances, which can be reviewed annually.
Assets Under Management$78M
Clients22
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.63% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for accounts greater than $10,000,000. There is a $1,750 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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