Intelligent Wealth Solutions operates as an investment management firm that primarily designs and manages model portfolios as a sub-advisor for other registered investment advisors and their clients. Intelligent Wealth Solutions utilizes a multi-faceted investment approach incorporating both quantitative and qualitative analysis, proprietary quantitative models, and technical scoring methodologies to construct various investment strategies, including dynamic alpha, strategic risk-weighted, tax-aware, liquid alternative, focused equity, income opportunities, and select dividend models. The firm offers strategies tailored to different risk tolerances and account sizes, including streamlined models for smaller accounts. Clients access Intelligent Wealth Solutions through approved third-party investment advisors and custodian platforms, such as Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Maximum annual fee is 35 basis points (0.35%). Fees are computed based on the market value of portfolio assets, payable either in arrears or in advance depending on the sub-adviser agreement.