Intentional LLC offers investment management and financial planning services to individuals and high net worth individuals. Intentional uses fundamental, technical, and economic analysis to determine investments. The firm also offers due diligence on alternative investments for accredited investors. Intentional does not receive commissions for purchasing or selling investments.
Assets Under Management$180M
Clients400
Advisors3
Avg. per Client$440K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Depending on client specific factors, Intentional may reduce its annual fee, account size, or amend the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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