IntelliWealth Financial Advisors manages client portfolios through an allocation of equities and fixed income. They focus on large-cap growth, small-cap growth, municipal, and core taxable asset classes. IntelliWealth may also hold non-discretionary accounts based upon client request. Prior to the start of any client relationship, IntelliWealth enters into an agreement with the client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
In addition to the advisory fee, there are execution charges for stock transactions ($7.95 per stock transaction, $0.01 per share over 10,000 shares) and fixed income transactions ($50 per transaction for U.S. Government and Agency bonds). There is also a performance-based fee for assets in AS accounts, which is the greater of 30% of profits over a benchmark or 0.30% of assets managed, determined quarterly.