How does the advisor help clients – Key Takeaways:
Intent Investment Management serves as a financial expert for their clients by providing financial services such as wealth management, investment planning, and retirement planning. With a highly knowledgeable team and a personalized approach, they help their clients achieve their financial goals.
Facts and Insights
Intent Investment Management has been in the financial industry for over 20 years and has built a strong reputation for their expertise and high-quality services. In addition, they have a team of over 50 experienced and skilled advisors who work closely with clients to create tailored financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | 20+ years |
Financial Services Offered
Intent Investment Management offers a wide range of financial services to their clients, including:
- Wealth Management: Investment planning, asset allocation, and portfolio management
- Retirement Planning: Analysis of retirement goals, planning for long-term care, and estate planning
- Insurance Planning: Life insurance, long-term care insurance, and disability insurance
- Tax Planning: Maximizing tax-efficient strategies and minimizing tax obligations
Client Types
Intent Investment Management works with a diverse client base, including high net worth individuals, families, and small business owners. They also serve institutional clients such as corporations and non-profit organizations.
Fees & Compensation
Intent Investment Management provides transparent and competitive fee structures to their clients. They offer fee-only services, which means their advisors are not compensated by commissions but instead directly by clients.
Background
The team at Intent Investment Management is comprised of highly experienced and certified financial advisors who have a deep understanding of financial markets and strategies. They regularly attend professional development courses and prioritize staying up-to-date with the latest industry trends and regulations.
Financial Advisor Disclosures to Know
As a registered investment advisor firm, Intent Investment Management adheres to strict fiduciary standards, meaning they are legally obligated to act in the best interests of their clients. In addition, they have a clean record with regulators and have not faced any disciplinary actions or legal infractions.