Intelligent Worth, LLC is a registered investment advisor founded in 2017 and based in Atlanta, Georgia. The firm offers comprehensive financial planning and portfolio management services to individuals and high net-worth individuals. Intelligent Worth focuses on a passive investment strategy, primarily using index mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's goals, time horizon, and risk tolerance. In addition to managing investments, Intelligent Worth provides ongoing financial planning that covers a wide range of topics, including cash flow and debt management, college savings, employee benefits optimization, retirement planning, tax planning strategies, and risk management. There is no account minimum required to work with the firm.
Fee Structure
Intelligent Worth offers portfolio management services in conjunction with comprehensive financial planning. The investment management services do not have a separate asset-based fee schedule; instead, all services are covered by an annual retainer fee ranging from $500 to $1,500 per year, depending on the complexity and needs of the client.