Intentional Wealth Strategies (IWS) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. IWS manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers. IWS also offers advice on legacy positions and investments held in variable life insurance, annuity contracts, employer-sponsored retirement plans, and 529 plans. IWS tailors its services to each client's needs and objectives.
Assets Under Management$140M
Clients157
Advisors3
Avg. per Client$890K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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