Denise French is a registered investment advisor at Intentional Wealth Partners, based in Cleveland, OH, with 28 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
7017 Pearl Rd, Suite 12, Cleveland, OH, 44130
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Denise is involved with Vanbridge, an EPIC Company Insurance Services, dedicating a few hours per week. She also works with Divorce Strategies Group, providing divorce mediation, financial education, and consulting, and SHFD Forensics, offering forensic accounting services, business valuation, and financial expert work, spending minimal time on each.
Employment History
Current Registrations
Intentional Wealth Partners
Previous Registrations
Engrave Wealth Partners, LLC
Belpointe Asset Management LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Dreyfus Service CorporationBroker
A I M Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.