Intrua Financial

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Intrua Financial provides investment advice, financial planning, and retirement plan advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses, and churches. Intrua's services are designed to help clients build and preserve wealth. Intrua manages assets on a discretionary basis.

Assets Under Management$1.2B
Clients3,227
Advisors38
Avg. per Client$380K
Avg. per Advisor$32M

Fee Structure

Minimum Investment:$10K

Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.

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Location

38 Advisors at this firm

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