Assets Under Management
$176.0M
Number of Clients
72
Number of Advisors
2
Average Client AUM
$2.4M
AUM per Advisor
$88.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Intrinsic Value Partners (IVP) offers investment management on a discretionary basis, primarily allocating assets among individual securities and mutual funds. They also provide financial planning and consulting services. IVP tailors services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. They may recommend sub-advisors and advise on investments held in employer-sponsored retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
4742 N 24th Street, Suite 300, Phoenix, AZ, 85016