Monique Pressley is a ChFC-designated registered investment advisor at Intelligent Capitalworks, based in Scottsdale, AZ, with 22 years of industry experience. Monique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICW Investment Advisors charges an annual fee for combined investment management and wealth management services. The investment management portion is 0.50% annually. The wealth management portion varies between 0.50% and 1.25% annually, based on factors like the complexity of services, time required, and client responsiveness. The total annual fee generally varies between 1.00% and 1.75%. ICW does not offer these services independently.
Location
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ, 85254-1595
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Intelligent Capitalworks
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stableford Capital, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
Dljdirect INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations6 states
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