Intelligent Investing, LLC offers investment advice tailored to clients' needs. Services include discretionary portfolio management, financial planning, and financial consulting. They primarily advise on mutual funds and ETFs. For clients with $500,000 or more in assets, they offer financial planning services. They also manage held-away assets such as 401(k) accounts using the Pontera platform.
Assets Under Management$54M
Clients33
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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