Intergy Private Wealth offers investment advice and portfolio management tailored to individual client needs. They create portfolios with stocks, bonds, ETFs, and other securities. They also offer financial planning and consulting services covering retirement, estate, tax, and education planning. In some cases, Intergy uses third-party investment managers to help implement investment portfolios. Intergy Private Wealth also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Intergy Private Wealth's maximum annual fee for managing your investments is 1.25%. This fee is calculated based on the value of your investments and is billed quarterly in advance. The fee may be negotiable depending on your circumstances and account type. If you use a third-party manager, you'll also pay their fees, which are separate from Intergy's fees. For assets held away from Intergy's recommended custodian, the same portfolio management fee schedule applies.