Daniela Jones is a CFA, CFP-designated registered investment advisor at Intrinsic Wealth Counsel, INC., based in Tempe, AZ, with 13 years of industry experience. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 212 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5 million.
Fee Estimator
Location
1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ, 85281
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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 →Employment History
Current Registrations
Intrinsic Wealth Counsel, INC.
Previous Registrations
Barnes Investment Advisory INC
State Registrations1 state
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