Wealthy Intentions is a registered investment advisor founded in September 2020 and based in Sterling Heights, Michigan. Wealthy Intentions offers customized investment management and ongoing financial planning to individuals and high net-worth individuals. The firm focuses on passive investment strategies, building diversified portfolios primarily using index mutual funds and exchange-traded funds based on Modern Portfolio Theory. Wealthy Intentions covers a wide array of financial topics including retirement planning, tax planning and preparation, estate planning, cash flow management, business planning, college savings, and risk management. Wealthy Intentions does not have an account minimum requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Accounts under $200,000 pay a flat fee of $2,000 per year ($500 quarterly). Accounts above $200,000 pay a blended tiered percentage fee that includes ongoing financial planning.