Intelliflo Advisers, Inc

CRD#151692
Investment Advisor Firm

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Learn more about Intelliflo Advisers, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Intelliflo Advisers, Inc is located at 1331 Spring Street NW, Atlanta, GA. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Intelliflo Advisers, Inc is not a registered broker-dealer.

    Intelliflo Advisers, Inc oversees $90.7 million in assets under management across 513 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The firm caters to other investment advisers, with this group being the largest client type by accounts. The fee structure at Intelliflo Advisers, Inc includes asset-based, fixed, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.

    Intelliflo Advisers, Inc is registered in the states of Georgia, New Jersey, and New York.

    Assets Under Management

    $90.7 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    1331 Spring Street Nw
    Atlanta, GA 30309

    Intelliflo Advisers, Inc by the Numbers

    Total Assets Under Management

    $90.7 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    513

    National Average: 375,227
    Average Account Size

    $176.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Intelliflo Advisers, Inc provides multiple financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. However, Intelliflo Advisers, Inc did not provide any of its clients with financial planning services in the prior fiscal year. The Firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory clients.

    Core Advisor Services

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      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.

    • 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.

    • 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

    • 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.

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    Fee Structure

    Fees for financial advice typically depend on the type of services offered. Fees billed by Intelliflo Advisers, Inc most likely consist of any blend of the following fee types: asset-based, fixed, or other.

    Available

    • Offered by 69% 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.

    • Offered by 32% of firms

      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.

    • 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 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.

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    Disclosures

    Intelliflo Advisers, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Intelliflo Advisers, Inc

    Daniel Cohen
    Oradell, NJ
    Robert Keeler
    Oradell, NJ

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