Intellivest Wealth Management Corporation, operating as Skystream Capital, offers comprehensive investment management, financial planning, estate planning coordination, and retirement plan consulting to individuals, high-net-worth families, businesses, and trusts. The firm builds customized portfolios using a strategic asset allocation approach based on each client's risk tolerance, time horizon, and personal goals. Intellivest Wealth Management Corporation provides both discretionary and non-discretionary investment management, allowing clients to either delegate trading authority or retain final decision-making power. Financial planning and estate planning guidance are integrated directly into the investment management service at no separate charge. The firm utilizes Charles Schwab as its primary custodian for client accounts.
Fee Structure
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 for accounts over $2,500,000 are negotiable. Fees are billed monthly in arrears based on the monthly average balance.