Wealth Intelligence offers investment advisory and related services to individuals and families, including multi-generational families. Services include financial planning, investment advisory, business consulting, and family office services. Investment accounts are generally managed on a discretionary basis, meaning Wealth Intelligence makes investment decisions without prior client approval, consistent with the client's goals and risk tolerance.
Fee Structure
Wealth Intelligence generally charges an annual advisory fee based on a percentage of the assets they manage for you, paid quarterly in advance. The specific fee arrangement is described in your advisory agreement. In some cases, hourly, annual, or fixed investment consulting fees may be used instead of a percentage-based fee. Fees are negotiable.