Denarius Capital Advisors Inc., operating as Money Intelligence, provides portfolio management based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also offer retirement and personal finance evaluations, advice implementation, and financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$140M
Clients287
Advisors2
Avg. per Client$480K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. For Corporate Retirement Accounts: $100/employee and $2,500 per year per plan.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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