Intermede Global Partners Inc

CRD#288616
Investment Advisor Firm

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Learn more about Intermede Global Partners Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • Office Locations
  • Overview

    Intermede Global Partners Inc operates as a financial advisor firm based in San Francisco, California. It handles $3.6 billion in assets under management over three customer accounts, making it one of the largest firms in the country by assets under management (AUM). Intermede Global Partners Inc has a small group, including 4 financial advisors. Intermede Global Partners Inc is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, stocks and options.

    Intermede Global Partners Inc oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without needing to seek client permission. The investment advisory firm's typical account size is $1.2 billion. The average advisor at Intermede Global Partners Inc oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.

    The firm's headquarters is located at 650 California Street, San Francisco, California 94108.

    Assets Under Management

    $3.6 billion

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    650 California Street
    San Francisco, CA 94108

    Intermede Global Partners Inc by the Numbers

    Total Assets Under Management

    $3.6 billion

    National Average: $9.0 billion
    Total Number of Employees

    4

    National Average: 71,771
    Total Number of Accounts

    3

    National Average: 4,329
    Average Account Size

    $1.2 billion

    National Average: $2.1 million

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    Fee Structure

    A financial advisor's fees are based on which services the firm provides the client. Fee types charged by the company typically consist of non-traditional fee structures. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

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

    Unavailable

    • Find one of the 70% of firms that offer this fee type

      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.

    • Find one of the 21% 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 1% 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 26% 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 0% 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 33% 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.

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    Disclosures

    Intermede Global Partners Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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