Intune Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$78,490,036
Total clients
22
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$3,567,729
Client services
Fee options
In certain circumstances, fixed fees or one-time fees may be charged; fees are negotiable
$0 - $250,000: 1% annually $250,001 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.7% annually $1,000,001 - $2,000,000: 0.625% annually $2,000,001 - $4,000,000: 0.5% annually $4,000,001 - $10,000,000: 0.3% annually $10,000,001+: Negotiable
Minimum fee: $1,750 minimum annual fee Fee-only: Fee-only based investment adviser; fees charged monthly in arrears based on AUM with minimum annual fee of $1,750
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Intune Management Corp.
North Branch MN, United States
Number of offices
1
Forms ADV
Advisors at this firm
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