Intrinsic Asset LLC offers ongoing portfolio management services, creating an Investment Policy Statement for each client to outline their financial situation and risk tolerance. They request authority to make trades without client permission. Intrinsic Asset LLC aims to make investment decisions in the best interest of clients, allocating opportunities fairly. They do not participate in wrap fee programs.
Assets Under Management$3.3M
Clients3
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified Clients will pay an annual fee of 1% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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