Intelligent Investing is a fee-only firm providing financial planning and investment management. They advise on cash flow, college planning, retirement, tax, and estate planning. Clients make the final investment decisions, and Intelligent Investing does not act as a custodian. They provide written evaluations and periodic reviews. Other professionals are engaged directly by the client as needed.
Assets Under Management$38M
Clients66
Advisors1
Avg. per Client$580K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is 1.75% or lower and is negotiable. An Investment Management Agreement may be executed when financial planning is not provided as part of the relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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