INTELUS Advisory Group offers investment management and financial planning services. They work with individuals and families to organize, manage, and protect their wealth. They also offer hands-on wealth management, investment strategies, and financial planning. IAG creates investment portfolios and continuously monitors and rebalances them based on client needs and goals.
Assets Under Management$77M
Clients278
Advisors1
Avg. per Client$280K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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