Intelligent Wealth Solutions LLC
Assets Under Management
$632.4M
Number of Clients
2,473
Number of Advisors
4
Average Client AUM
$256K
AUM per Advisor
$158.1M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
Intelligent Wealth Solutions LLC (IWS) manages model portfolios for third-party investment adviser firm clients. IWS offers several different model portfolios, which include securities and strategies. Clients may access IWS solely through a third-party investment adviser. IWS may develop customized portfolios for clients.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
Fee Estimator
IWS's fee schedule is computed on the basis of the market value of the client's portfolio assets. The maximum annual fee for this service is 0.35%. IWS generally imposes a minimum account size of $100,000, which may be waived by the firm in its sole discretion.
Areas of Practice
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746