Intrinsic Wealth Counsel, Inc
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Overview
Intrinsic Wealth Counsel, Inc operates as a financial advisory company headquartered in Tempe, Arizona. Intrinsic Wealth Counsel, Inc administers $211.0 million in total assets over 648 customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Intrinsic Wealth Counsel, Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as options, equities and bonds.
Intrinsic Wealth Counsel, Inc manages 640 of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without needing to seek the client's consent. The company also administers eight non-discretionary accounts totaling $1.4 million in AUM. The firm's typical account size is $325,552. The typical financial advisor at Intrinsic Wealth Counsel, Inc manages around 162 client accounts.
The firm's central office is located at 1255 W. Rio Salado Pkwy, Tempe, Arizona 85281. Intrinsic Wealth Counsel, Inc is legally registered to serve customers throughout a number of states, including Arizona, California, Colorado, Illinois, New York, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Intrinsic Wealth Counsel, Inc by the Numbers
$211.0 million
8
648
$325.6 thousand
Products and Services
Services that Intrinsic Wealth Counsel, Inc provides can include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, the company provided 101-250 of its customers with financial planning services. Intrinsic Wealth Counsel, Inc does not sell products or offer services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management depend on which services are provided. Fees charged by the company may include some blend of the following fee structures: asset-based, hourly or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to retail investors, high net worth investors and pension plans. Out of its 648 customers, Intrinsic Wealth Counsel, Inc's largest client by number of accounts is retail investors, but it also manages money for 78 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 37.5%
- Other Individuals - 62.02%
- Corporations - 0.48%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Intrinsic Wealth Counsel, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Intrinsic Wealth Counsel, Inc
Tempe, AZ
Tustin, CA
Tempe, AZ
Tempe, AZ
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