Intuitivo LLC provides financial planning and investment management services. Financial planning includes investment planning, limited scope financial planning (cash flow, college savings, employee benefits, retirement), comprehensive financial planning, and ongoing comprehensive financial planning. Investment management services implement investment plans based on portfolio evaluation and financial goals. Intuitivo can recommend third-party money managers and manages held-away accounts.
Assets Under Management$17M
Clients76
Advisors1
Avg. per Client$220K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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