Intentional Finance provides investment management and financial planning services. As a fiduciary, the firm aims to act in the client's best interest by understanding their financial goals and risk tolerance. Services include asset management, financial planning, and retirement plan consulting for employer plan sponsors. The firm may use third-party money managers to implement investment portfolios.
Fee Structure
Intentional Finance's fee for managing your investments will not exceed 2.50% of your account balance annually. The actual fee is negotiable and will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter.