Intelligent Wealth Solutions (IWS) provides asset management services as a sub-advisor to third-party investment advisors. IWS manages model portfolios for these advisors, who then offer them to their clients. Clients can only access IWS through an approved third-party investment advisor. IWS offers several different model portfolios and may develop customized portfolios. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$630M
Clients2,473
Advisors6
Avg. per Client$260K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
IWS manages model portfolios for third-party investment advisors. The maximum annual fee for this service is 0.35%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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