Intuitive Wealth Management provides investment advice and manages investment portfolios for individuals. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. The firm may recommend a bundled fee program where investment advice and brokerage services are provided for a single fee.
Assets Under Management$45M
Clients60
Advisors1
Avg. per Client$750K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are charged in advance on a quarterly basis. Intuitive Wealth Management has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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