Intent Advice provides consulting services on various topics, including estate planning, business succession, and charitable giving. They also offer financial plans recommending asset allocation. Intent Advice does not implement investment advice directly, but may refer clients to unaffiliated investment advisors or broker-dealers. They work with other client advisors like attorneys and accountants.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plans and other consulting services are offered at a fixed fee, ranging from $1,500 for simple questions to $25,000 for complex issues.
- Intent Advice may charge a fixed annual fee for ongoing advice.
One-Time Plan:$1,500 - $25,000
Hourly Rate:$250 - $400/hr
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