How does the advisor help clients – Key Takeaways:
INTELLIVEST WEALTH MANAGEMENT is a highly experienced and knowledgeable financial advisory firm that provides comprehensive wealth management services to its clients. The firm’s team of financial experts work closely with each client to create tailored financial strategies that meet their specific needs and goals.
- INTELLIVEST WEALTH MANAGEMENT serves a wide range of clients, including individuals, families, businesses, and institutions.
- They offer a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, and more.
- The firm’s team consists of over 50 advisors, each with their own areas of expertise and specialization.
- INTELLIVEST WEALTH MANAGEMENT has been in the financial services industry for over 30 years, making them a well-established and reputable firm.
Facts and Insights
INTELLIVEST WEALTH MANAGEMENT prides itself on their commitment to providing personalized and comprehensive financial solutions to their clients. Through their years of experience and knowledge, they have gained valuable insights into the constantly evolving world of finance, allowing them to provide their clients with the most up-to-date and effective strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 30 years |
Financial Services Offered
As a full-service wealth management firm, INTELLIVEST WEALTH MANAGEMENT offers a wide range of financial services to cater to their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
- And more
Client Types
INTELLIVEST WEALTH MANAGEMENT works with various types of clients, including:
- Individuals
- Families
- Businesses
- Institutions
Fees & Compensation
INTELLIVEST WEALTH MANAGEMENT operates on a fee-based compensation model, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ success, as the more their clients’ assets grow, the more the firm earns.
Background
INTELLIVEST WEALTH MANAGEMENT was founded in 1991 and has since grown to become a highly reputable and established wealth management firm. The firm is dedicated to helping its clients achieve their long-term financial goals through strategic planning and personalized solutions.
Financial Advisor Disclosures to Know
INTELLIVEST WEALTH MANAGEMENT’s advisors are all registered with the U.S. Securities and Exchange Commission (SEC) as investment advisors, and are subject to the rules and regulations set forth by the SEC. They are also required to disclose any potential conflicts of interest to their clients and act in their clients’ best interests at all times.