Intelligent Investment Management provides investment management and financial planning to individuals, families, trusts, and small businesses. They focus on long-term returns and minimize short-term risks through diversified asset allocation. They do not sell commissioned products and maintain a relationship with Charles Schwab as custodian for client accounts.
Assets Under Management$97M
Clients105
Advisors1
Avg. per Client$930K
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees charged to not-for-profit organizations and related parties may be at reduced rates from our standard fee schedule. Minimum annual fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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