Intellectus Partners offers wealth management services, including investment portfolio management and consulting. They work with clients to define investment goals and construct portfolios using various securities and funds. Intellectus also offers wealth coaching services, providing advice on investment strategy and financial planning. Additionally, they provide investment consulting services covering areas like retirement planning, tax planning, and estate planning. Intellectus may recommend independent managers and private fund investments.
Fee Structure
Intellectus Partners offers wealth management services where fees range from 0.50% to 2.00% annually based on the value of your portfolio. The fee is paid quarterly, in advance, and is based on the average daily balance from the prior quarter. Fees may be negotiable. For wealth coaching services, there is a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%, paid quarterly in arrears.