Intelligent Worth
Assets Under Management
$305K
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$305K
Compensation
Fixed/Hourly
About This Firm
Intelligent Worth, LLC offers comprehensive financial planning and portfolio management services. Financial planning covers cash flow, college savings, employee benefits, financial goals, insurance, investments, retirement, risk management, and tax planning. Portfolio management is tailored to client needs and objectives.
Fee Structure
Financial planning fees range from $500 to $1,500 per year, depending on the complexity and needs of the client. This fee is paid annually in advance via electronic funds transfer. These fees do not include brokerage commissions, transaction fees, custodial fees, or internal mutual fund/ETF management fees.
Areas of Practice
Location
GA, United States