Intellivest Securities, Inc. operates as a registered securities broker-dealer and investment advisor offering project-based investment consultations, research reports, and evaluation tools. Intellivest Securities advises clients on general investments, publicly traded stocks, and private placements. The firm also distributes research reports produced by an affiliated entity, Intellivest Securities Research, Inc. Daniel Hackner Kolber, the principal executive officer and owner, practices business and securities law full-time. The firm operates on an hourly or project fee basis for consultations and sells research reports through annual subscriptions or negotiated one-time fees.
Fee Structure
Intellivest Securities sells research reports and publications by annual subscription, ranging from free up to $5,000 per year.
- Hourly and project-based investment consultations — $190 to $850 per hour depending on project length
- Specialized investment research reports — Priced on a negotiated fixed or hourly basis when issued on behalf of security issuers
- Evaluation tools — Charts, graphs, formulas, and other tools priced on an hourly basis or negotiated fixed fee
- Annual research reports subscription — Ranging from free to $5,000 per year