Intelligent Investment Management,Llp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,144,168
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
104
26% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
104
Very HighAverage account size
$962,925
About
Intelligent Investment Management, LLP provides fee-only investment management and related financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations and small businesses. The firm manages discretionary portfolios and uses written client profiles and, when appropriate, an Investment Policy Statement to document goals, risk tolerance and any client-imposed restrictions.
The firm emphasizes a long-term, broadly diversified strategic asset-allocation approach that separates equity growth and income cushions, combining domestic equity, alternative equity (including energy and real estate) and laddered fixed-income instruments and CDs. Tactical adjustments and periodic rebalancing are used as market conditions dictate, and the firm states it does not rely on artificial intelligence for investment decisions and generally excludes direct cryptocurrency allocations from standard retirement-focused portfolios.
Noteworthy for a firm of its size, Intelligent Investment Management provides quarterly performance reports to clients and publishes its Form ADV brochure and material-change summaries on its website, encouraging clients to compare custodian statements with the firm’s reports. The firm also documents recent steps to strengthen compliance and security practices through a third‑party compliance consultant and regular third‑party cyber-security reviews.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
General retirement planning
Tax-loss harvesting
Real estate investing
Active portfolio management
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
One-time initial fee of $1,000 upon acceptance of new client
$0 - $1,000,000: 1.5% (with $2,000 minimum fee) $1,000,001 - $2,000,000: $15,000 plus 1.25% of amounts between $1,000,001 and $2,000,000 $2,000,001 - $5,000,000: $27,500 plus 1.00% of amounts between $2,000,001 and $5,000,000 $5,000,001+: $57,500 plus 0.75% of amounts over $5,000,001
Account minimum: $500,000 Minimum fee: $2,000 annual minimum fee Fee-only: Fee-only investment management firm; no commissions or finder’s fees accepted
Main office location
Intelligent Investment Management,Llp
150 East 9 Th St, Ste 333
Durango CO 81301, United States
Number of offices
2
Most active in
Intelligent Investment Management,Llp has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
-
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.
-
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.
Forms ADV
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