Intellectus Partners, LLC
Assets Under Management
$1.3B
Number of Clients
192
Number of Advisors
6
Average Client AUM
$6.7M
AUM per Advisor
$213.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Intellectus Partners offers wealth management services, including discretionary and non-discretionary investment portfolio management and investment consulting. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy. The firm also provides wealth coaching services and manages private fund investments. Investment consulting services are offered on a stand-alone basis or incorporated into other services.
Fee Structure
Wealth management fees range from 0.50% to 2.00% annually based on assets under management and other factors. Some clients negotiate fixed fees. Wealth coaching services include a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%. Investment consulting fees range from $5,000 to $100,000, depending on the complexity of the client's circumstances. The firm generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor. For wealth coaching services, Intellectus generally requires a minimum net worth size of $10,000,000, which may be reduced at the sole discretion of the Advisor.
Areas of Practice
Location
1050 Battery Street, Suite 100, San Francisco, CA, 94111