Intelligent Investing provides ongoing portfolio management based on individual client goals, objectives, and risk tolerance. They also offer pension consulting services to employee benefit plans and financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Intelligent Investing generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$120M
Clients97
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
www.linkedin.com/in/brianjoycecfp ·intelligentinvestingllc.com ·www.facebook.com/intelligentinvestingllc
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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