Intellectus Partners provides personalized wealth management, investment consulting, and wealth coaching services primarily to high-net-worth individuals, trusts, estates, and private funds. Intellectus Partners builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and private investments, while also offering guidance on legacy holdings, retirement accounts, and insurance products. The firm operates as a fiduciary, meaning Intellectus Partners is legally required to act in your best interest. In addition to traditional portfolio management, Intellectus Partners offers investment consulting covering business planning, retirement planning, cash flow forecasting, risk management, estate planning, charitable giving, tax planning, and debt management. Clients can also access private investment funds managed by affiliates. Intellectus Partners generally requires a minimum relationship size of $5,000,000 for separately managed accounts and a $10,000,000 minimum net worth for wealth coaching services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Wealth management fees generally range from 0.50% to 2.00% annually depending on relationship size, complexity, and other factors. Fees are negotiable. Certain clients may pay fixed fees or performance-based fees.