Wealthy Intentions manages investment portfolios based on clients' individual needs and goals. They also offer ongoing financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Wealthy Intentions also provides tax preparation services, utilizing a third-party accounting firm.
Assets Under Management$1.8M
Clients7
Advisors2
Avg. per Client$260K
Avg. per Advisor$920K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.50% |
For clients with under $200,000 in assets, the annual fee is a flat $2,000 paid quarterly. The advisory fee includes investment management services and ongoing comprehensive financial planning. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...