Intellivest Securities Research provides investment research, consulting, and securities analysis for clients and issuers. Intellivest Securities Research offers hourly consulting and fixed-fee project evaluations for general investments, publicly traded stocks, and private placements. In addition, Intellivest Securities Research publishes and distributes subscription-based research reports, special issuer reports, and analytical tools such as charts, graphs, and formulas. Led by Daniel Hackner Kolber, Intellivest Securities Research operates alongside an affiliated broker-dealer and registered investment advisor, Intellivest Securities, to distribute research and private placement securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consulting — $190 to $850 per hour for general investment advice, stock analysis, and private placement reviews
- Subscription research reports — Ranging from free to $5,000 per year for online and hard-copy research publications
- Special reports and evaluation tools — Priced on a negotiated hourly or fixed-fee basis for customized reports, charts, graphs, and financial evaluation devices
One-Time Plan:Up to $5,000
Hourly Rate:$190 - $850/hr
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