Intero Financial Planning provides investment management services, where client portfolios are managed according to their stated investment goals. Intero also offers financial planning and consulting services, where advisors work with clients to review their financial position and make recommendations. Intero also offers educational seminars. Intero partners with third-party underwriters and/or carriers to offer annuities to clients.
Assets Under Management$32M
Clients97
Advisors1
Avg. per Client$330K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment management fee charged by Intero is $20,000 (annually) per client. Intero charges an annual rate of 1.0% of the annuity’s cash value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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