Fintent Invest provides investment advisory services and comprehensive financial planning. They manage portfolios on a discretionary basis, using strategic and tactical allocation strategies. Clients receive a one-time comprehensive financial plan, with annual reviews included. Fintent also assists accredited investors in locating alternative investments for a one-time fee. They have six proprietary model portfolios focusing on different levels of capital preservation, income generation, and risk-adjusted returns.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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