Intentional Retirement offers ongoing investment management, financial planning, and retirement plan services. Financial planning includes investment, retirement, insurance, tax, and education planning. For retirement plans, Intentional Retirement provides fiduciary and non-fiduciary consulting services. Clients receive personalized advice based on their individual needs and goals.
Assets Under Management$130M
Clients263
Advisors1
Avg. per Client$500K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. For accounts held directly with American Funds, the fee is a flat 0.50% of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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