INTI LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. INTI generally advises on mutual funds, fixed income, real estate funds, insurance products, ETFs, commodities, and non-U.S. securities. INTI seeks to make investment decisions in clients' best interests.
Assets Under Management$7.8M
Clients8
Advisors2
Avg. per Client$980K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...