Intellivest Wealth Management (IWM), also operating as Skystream Capital, offers financial planning, investment management (both discretionary and non-discretionary), qualified plan consulting, and financial consulting services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. IWM creates financial plans based on clients' goals, risk tolerance, and financial situations. Investment decisions are based on a client’s risk tolerance and time horizon. IWM monitors investment strategy and performance on an ongoing basis and will rebalance the portfolio as appropriate.
Assets Under Management$44M
Clients326
Advisors2
Avg. per Client$130K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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