Intero Financial Planning provides personalized investment management and financial planning services to individuals, high-net-worth clients, and businesses. Led by Thomas Bonvissuto, the firm helps clients build long-term investment portfolios using a mix of exchange-traded funds and mutual funds tailored to individual risk tolerance and financial goals. In addition to managing investments, Intero Financial Planning covers seven core areas of financial planning, including cash flow, retirement, company benefits, college savings, estate planning, risk management, and taxes. The firm acts as a legal fiduciary, meaning it is required to put your best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annualized fee of 1% based on assets under management. Maximum annual investment management fee is capped at $20,000.