Intelligent Investments, LLC offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. Portfolio management includes creating and managing investment portfolios tailored to client goals, using stocks, bonds, ETFs, and mutual funds. Financial planning is offered on a case-by-case basis. The firm reviews portfolios at least annually and rebalances as needed. Clients can place reasonable restrictions on investments.
Assets Under Management$15M
Clients114
Advisors1
Avg. per Client$130K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with predominantly bond portfolios, Intelligent Investments may negotiate a flat fee instead of the 1% AUM fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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