We are free of conflict. We do not represent any commissioned financial products. We have zero entanglements with banks, brokerage houses, or insurance companies that compete with your interests.
Are you a fiduciary?
Yes, we are held to a fiduciary standard. That means that we are legally responsible to put your interests first above all else. At Intentional Wealth Partners, your vision and goals become ours as we help you achieve them.
What is the cost of investment management services?
The fee is based on the value of assets under management. The schedule is as follows:
$5,000,000: Negotiable based on complexity
Do you receive commissions for investments you recommend?
No, we do not offer any investments on a commission basis. We are fee-only advisors, which means that the fee that we charge for financial planning and investment management services is the only way that we are compensated.
Do you have a minimum investment requirement?
We do not have a minimum investment requirement. As a fee-only advisor, we welcome the opportunity to assist you with financial planning and investment advice regardless of the amount of assets you have accumulated. With that said, clients with assets of $500,000 or more receive the greatest value for their investment.
What is your investment philosophy?
Our mission is to help you reach your financial goals. Each client has their own investment policy statement written based on their risk tolerance and investment objectives. Overall, we tend to take a fairly conservative approach to investment management.
Where are the assets held?
It depends on the type of assets we are managing for you. The two primary custodians that we use are Charles Schwab and Shareholders Service Group (SSG). For each of them, you will be able to log in and see how your account is doing at any time.
How are the investments selected?
Each client has their own investment policy statement written based on their risk tolerance and investment objectives. Once we’ve determined the appropriate strategy for you, we select the investments that will be held in your portfolio. These investments are evaluated an ongoing basis and adjusted as appropriate.
Can I set up a monthly contribution to my account?
Yes, it’s very easy to set up a monthly ACH deposit direct from your checking account. The amount can be changed at any time.
Can I transfer an existing account or rollover a 401(K) into my account?
Yes, transferring existing accounts has never been easier and we’ll facilitate the process.
How do I get started?
Begin by scheduling a phone call. We will meet via Zoom and have an opportunity to determine if we are a good fit for your financial goals. Everything can be handled virtually so there’s no need to meet in person.
Great Lakes Investment Management, LLC dba Intentional Wealth Partners, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Intentional Wealth Partners is currently registered in Ohio, California, Lousiana, Texas, and Virginia.
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