Intentional Wealth Advisors provides customized investment management and financial planning services for individuals, families, businesses, and retirement plans. The firm acts in your best interest as a fiduciary, focusing on value, quality, and downside risk protection. Investment portfolios may include exchange-traded funds, stocks, bonds, mutual funds, options, and real estate investment trusts. Financial planning services cover cash flow analysis, investment planning, retirement readiness, estate and tax strategies, education funding, and asset protection. Intentional Wealth Advisors is owned and operated by Douglas Vowels and is based in Brentwood, Tennessee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual advisory fees generally range from 0.50% to 1.95% of assets under management, depending on account size and complexity, and will not exceed 1.95%.