Intrua Financial offers a range of advisory services including asset management, financial planning, consulting, and retirement plan advisory services. Intrua Financial helps clients build and preserve wealth by creating custom-tailored investment portfolios using mutual funds, stocks, bonds, and other securities. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to guide its investment strategies. Intrua Financial works with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses, and churches. Portfolios can be managed on a discretionary or non-discretionary basis, and the firm also offers access to third-party money managers and automated investment programs through strategic partners. In addition to investment management, Intrua Financial provides ongoing and project-based financial planning covering areas such as retirement savings, taxes, insurance, cash flow, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.