Intellus Advisors offers a range of financial services including financial planning, investment management, and investment consulting. Financial planning covers retirement income, cash flow, estate, insurance, education, risk management, tax, charitable giving, distribution, and divorce planning. Investment management involves managing client portfolios, allocating assets among stocks, bonds, mutual funds, and ETFs, and potentially using options, private equity, venture capital, and real estate investments. Intellus Advisors may also use third-party investment managers.
Assets Under Management$1.2B
Clients1,032
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees may be adjusted higher or lower based on legacy arrangements, complexity of financial planning, specialized investment strategies, or affiliated account relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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