Intelligent Investment Management,Llp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$97,151,948
Total clients
105
24% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
105
Average account size
$925,257
About
Intelligent Investment Management, LLP provides personalized, fee-only investment management and routine financial planning to individuals, families, trusts, estates, charitable organizations and small businesses, serving mostly individual and high‑net‑worth clients; the firm reports managing roughly $104 million for about 105 clients on a discretionary basis. Onboarding includes development of an investment roadmap and a written Investment Policy Statement that documents client goals, risk tolerance and any investment restrictions.
The firm follows a long‑term, broadly diversified strategic asset‑allocation approach that blends equity allocations (including alternative equity exposure for inflation protection and technology-related growth) with income allocations such as investment‑grade bonds and laddered maturities, and rebalances portfolios in accordance with each client’s IPS. Research methods include fundamental, technical and cyclical analysis, and the firm states it does not rely on artificial intelligence to make investment decisions while retaining discretionary trading authority to implement tactical adjustments.
Noteworthy features that distinguish the firm from many peers include regular, documented client communications — quarterly performance reports and an annually updated firm brochure available online — and the firm’s practice of disclosing and advertising performance results in client materials, which is relatively uncommon among similar advisers. The adviser operates with a small, team‑based model, has recently completed a succession transition following the death of a founding partner, and is actively recruiting an additional advisor, factors prospective clients may consider when evaluating continuity and service capacity.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
One-time initial client acceptance fee of $1,000 for meetings to create an investment roadmap
$0 - $1,000,000: 1.5% (with $2,000 minimum fee) $1,000,001 - $2,000,000: 1.25% on amounts between $1,000,001 and $2,000,000 plus $15,000 (Tier 1 fee) $2,000,001 - $5,000,000: 1.00% on amounts between $2,000,001 and $5,000,000 plus $27,500 (Tier 2 fee) $5,000,001+: 0.75% on amounts over $5,000,001 plus $57,500 (Tier 3 fee)
Account minimum: $500,000 (new client relationships with as little as $500,000 of invested assets can take advantage of diversified portfolio management strategies; smaller accounts may be accepted if actively contributing to grow the account) Minimum fee: $2,000 minimum annual fee for investment management services Fee-only: Strictly fee-only investment management firm; no commissions or finder’s fees accepted
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Intelligent Investment Management,Llp
150 East 9 Th St, Ste 333
Durango CO 81301, United States
Number of offices
2
Forms ADV
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