Intellicents Investment Solutions INC
Assets Under Management
$7.4B
Number of Clients
6,093
Number of Advisors
50
Average Client AUM
$1.2M
AUM per Advisor
$147.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Intellicents Investment Solutions Inc. (iis) offers investment advisory services including retirement plan consulting (discretionary and non-discretionary), HSA/VEBA consulting, sub-advisory services, and individual wealth management. They provide investment advice, financial planning, and online aggregation tools. They focus on long-term investing and participant education.
Fee Structure
Fees vary based on the service provided. Retirement plan consulting fees can be asset-based, flat, or hourly, with flat fees subject to a $5,000 minimum. Hourly fees range from $100 to $450 per hour. HSA and VEBA consulting fees are 0.35% of assets under management with an $8,000 minimum. Individual wealth management fees range up to 1.50% of assets under management. Financial planning services can be billed at a maximum of $500 per hour. All fees are negotiable.
Areas of Practice
Location
100 North Broadway, Albert Lea, MN, 56007