Interwealth Management, LLC

CRD#155597
Investment Advisor Firm

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Overview

Interwealth Management, LLC is a financial advisory company based in Scottsdale, Arizona. The company handles $90.9 million in total assets over 200 client accounts. It has a small group of two employees, all of whom are financial advisors. Interwealth Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, options and equities.

Interwealth Management, LLC oversees none of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices without needing to seek the customer's permission. The company also administers 200 non-discretionary accounts with a total of $90.9 million in assets. The investment advisory firm manages about $454,655 for each account. The typical advisor at Interwealth Management, LLC manages about 100 client accounts.

The firm's headquarters is located at 8585 E Hartford Dr, Scottsdale, Arizona 85255. Interwealth Management, LLC is legally allowed to serve customers in the state of Arizona.

Assets Under Management

$90.9 million

Number of Advisors

2

Fee Structure

Asset-based

Disclosures

No

Office Location

8585 E Hartford Dr
Scottsdale, AZ 85255

Interwealth Management, LLC by the Numbers

Total Assets Under Management

$90.9 million

National Average: $3.3 billion
Total Number of Employees

2

National Average: 4,943
Total Number of Accounts

200

National Average: 2,522
Average Account Size

$454.7 thousand

National Average: $1.3 million

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Fee Structure

A financial advisor's fees depend on the type of services offered. Fee types charged by Interwealth Management, LLC typically consist of the following fee structures: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee. Interwealth Management, LLC has the ability to withdraw the fees directly from customer funds.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Interwealth Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA