Intentional Finance manages investment portfolios and offers personalized financial advice to help clients reach their financial goals. Intentional Finance builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, continuously monitoring and rebalancing them. In addition to investment management, Intentional Finance provides standalone financial planning covering cash flow analysis, debt management, insurance, estate planning, and divorce financial analysis. Intentional Finance also consults with employer retirement plans on investment options and plan structure. Intentional Finance is owned by Susan Kroger and operates out of Albuquerque, New Mexico.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of the account balance. Actual fee is negotiable.