Intelligent Wealth Solutions LLC

View SEC Summary

Assets Under Management

$632.4M

Number of Clients

2,473

Number of Advisors

Average Client AUM

$256K

AUM per Advisor

$158.1M

Compensation

Commission-BasedFee-Only (AUM)

About This Firm

Intelligent Wealth Solutions LLC (IWS) provides asset management services as a sub-adviser to third-party investment advisers. IWS manages model portfolios for these firms, who then offer them to their advisory clients. IWS offers several different model portfolios and may develop customized portfolios. Clients may impose reasonable restrictions on the management of accounts.

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.35%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Areas of Practice

Investment Management

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

4 Advisors at this firm

CFA

Bennett Hampton Woodward

John Thomas Chatmas

CFA

Logan Pearce Moulton

CFA