InterVest is a financial counseling firm that creates personalized financial plans for clients. They assess a client's financial situation, including assets, liabilities, income, expenses, investments, insurance, and taxes, to develop a plan that outlines investment and tax strategies, education funding, and retirement/estate planning. InterVest also provides investment advice through SEI Investments Management Corporation and non-discretionary asset management consulting services. They work with other professionals like attorneys and accountants to provide comprehensive advice.
Fee Structure
InterVest offers investment advice through SEI Investment Management Corporation, charging an annual fee between 0.25% and 1.00% of your assets in the program. This fee is in addition to any fees charged by SEI. InterVest also receives compensation from third-party investment advisors for referring clients to them. InterVest does not collect asset-based fees directly in connection with these assets.