Intentional Wealth Partners manages investment portfolios and offers both project-based and ongoing financial planning services for individuals and high-net-worth clients. The firm creates personalized investment policy statements and customizes portfolio management based on each client's specific goals, time horizon, and risk tolerance, primarily utilizing mutual funds and exchange-traded funds. In addition to managing investments, Intentional Wealth Partners provides comprehensive financial planning covering areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, and tax planning strategies. The firm also offers specialized divorce financial consulting through affiliated services. Intentional Wealth Partners operates primarily on a fee-only basis, charging asset-based fees for portfolio management, fixed fees or hourly rates for project-based planning, and initial onboarding charges combined with monthly fees for ongoing planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are calculated as a straight tier on the entire balance. Fees are negotiable for accounts over $5,000,000.
