Intricity includes an annual financial review, annual portfolio rebalance, completion of one basic tax return, and access to the R&A team throughout the year. The cost is based on a $100 per month base fee plus a percentage of investment assets using the table below:
|Investment Portfolio Size||Annual Fee|
|Base Fee plus:||$110/month|
Complex and/or additional tax returns can be added for an additional fee. Inquire for more details.