Intentional Asset Management offers investment advice and financial planning services tailored to individual client goals. They create thematic investment strategies aligned with impact and financial performance objectives. The firm provides model portfolios, but clients make all investment decisions. Intentional Asset Management also offers educational seminars on sustainability and Environmental, Social, and Governance (ESG) topics. The firm does not have discretionary authority over client accounts and does not take custody of client funds.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are 0.50% for assets invested in Separately Managed Portfolios and 0.40% for assets invested in Model Portfolios. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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