Fintentional LLC offers financial planning and investment advisory services to individuals and families. They work with clients to develop and implement financial strategies. The Financial Planning and Investing Program is designed for those seeking a long-term relationship to develop, monitor, and evolve their financial plan and investments. Fintentional does not have a minimum account size requirement.
Fee Structure
Fintentional includes investment advice as part of their Financial Planning and Investing Program. Clients can choose to manage their own investments or have Fintentional implement trades with their approval. Fintentional also offers the use of Third Party Managers for portfolio management services. Fintentional does not charge additional investment management fees for accounts held at Betterment for Advisors.