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 $110 per month base fee plus a percentage of investment assets using the table below:

Investment Portfolio SizeAnnual Fee
Base Fee plus:$110/month
First $500,0000.50%
Next $500,0000.60%
Next $500,0000.70%
Next $500,0000.80%
+$2,000,0000.10%

Complex and/or additional tax returns can be added for an additional fee. Inquire for more details.