Intrinsic Value Partners, LLC
Assets Under Management
$176.0M
Number of Clients
72
Number of Advisors
2
Average Client AUM
$2.4M
AUM per Advisor
$88.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Intrinsic Value Partners (IVP) offers investment management on a discretionary basis, allocating assets among individual securities, mutual funds, and ETFs. They also provide financial planning and consulting services. IVP tailors services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. They may recommend independent managers and advise on investments held outside of their primary custodian.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Minimum annual fee of $10,000 may be waived at IVP's discretion.
Fee Estimator
IVP charges an annual fee based on assets under management, billed quarterly. For clients with IVP for at least one year, fees are waived on cash balances exceeding 20% of the client relationship value. They also charge $300 per hour for stand-alone financial planning or consulting services and for rebalancing 529 plans. The minimum annual fee is $10,000, but this may be waived at IVP's discretion.
Areas of Practice
Location
4742 N 24th Street, Suite 300, Phoenix, AZ, 85016