Intrinsic Wealth Counsel, Inc. (IWC) offers financial planning and investment management services to individuals, couples, and businesses. IWC aims to create financial life plans based on clients' motivations and manage investments based on their intrinsic value. IWC provides integrated financial planning, which includes exploring needs, setting life goals, managing cash flow, retirement planning, risk management, and estate planning. IWC also offers portfolio management services, creating customized and diversified portfolios with access to institutional-class securities.
Assets Under Management$290M
Clients212
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$96M
www.intrinsicwealthcounsel.com ·www.facebook.com/intrinsicwealthcounsel ·www.linkedin.com/company/intrinsic-wealth-counsel
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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