Intervest International, Inc
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Overview
Intervest International, Inc is located at 1980 Dominion Way, Suite 202, Colorado Springs, CO. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Intervest International, Inc is not a registered broker-dealer.
Intervest International, Inc oversees $39.9 million in assets under management across 356 accounts, all of which are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Intervest International, Inc includes asset-based, hourly, fixed, and other fees. The firm has 3 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Intervest International, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Utah, and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Intervest International, Inc by the Numbers
$39.9 million
16
356
$112.2 thousand
Products and Services
Intervest International, Inc provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the last fiscal year, Intervest International, Inc provided financial planning services to 45301 of its accounts. It does sell products or offer services aside from investment advisory services to its clients.
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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Find a firm that offers this service
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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Offered by 20% of firms
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 charged by financial advisors typically depend on the type of services provided. Fees charged by Intervest International, Inc most likely include any blend of the following fee types: asset-based, hourly, fixed, or other.
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 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 2 clients, Intervest International, Inc's biggest client type by number of accounts is retail investors, though it also caters to 3 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 0.84%
- Other Individuals - 99.16%
- Corporations - 0%
- 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
Intervest International, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Intervest International, Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Summerville, SC
Mcallen, TX
Norfolk, VA
Valdosta, GA
Valdosta, GA
Colorado Springs, CO
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