Intellicapital Advisors (IAL) offers portfolio management based on individual client goals and risk tolerance. IAL creates investment plans and manages investments with client permission. IAL also offers financial planning covering investments, insurance, taxes, retirement, education, and debt. IAL may recommend other advisors and private funds to clients. IAL generally limits its advice to mutual funds, fixed income, insurance products, equities, and ETFs.
Assets Under Management$120M
Clients79
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.12% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.69% |
| $5M+ | 0.62% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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