IntentGen Financial Partners offers a wide range of investment advisory services, including personalized asset management, comprehensive financial planning, and retirement plan consulting. The firm builds portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments, and may occasionally utilize third-party money managers. Operating with a fiduciary duty to act in clients' best interests, IntentGen Financial Partners tailors its approach to meet individual goals, risk tolerance, and time horizons. The firm serves individuals, high-net-worth families, trusts, estates, charitable organizations, pension plans, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual fee charged will not exceed 2.50%, inclusive of any third-party money manager fees. Fees are negotiable.