Intermountain Wealth Management offers ongoing investment management and financial planning services. The firm uses a mix of technical and fundamental analysis to manage client portfolios through various investment models, ranging from all-bond to aggressive growth strategies, as well as self-directed account options. Intermountain Wealth Management tailors its services to individual goals and risk tolerances. In addition to portfolio management, the firm provides comprehensive financial planning services at no additional fee for clients who use its investment management services. Intermountain Wealth Management works primarily with individuals, high-net-worth individuals, corporations, trusts, and retirement plans, requiring a minimum household investment of $50,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for standard investment models. All-bond and self-directed models have a slightly lower schedule starting at 1.25% for under $50K and dropping to 0.25% for over $5M. Household accounts are combined to determine fee levels.