Intrinsic Investors LLC

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Client assets under management

$129,418,311

Clients

156

22% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$829,605

About

Intrinsic Investors is an SEC-registered advisory firm that provides discretionary asset management and financial planning to a mix of individual clients—including high-net-worth individuals—along with retirement plans, trusts, and other entities. Services are delivered through managed portfolios tailored to clients’ objectives, and the firm generally implements investment advice on a discretionary basis.

The firm’s investment process combines fundamental and technical analysis with in-house research and a suite of investment methodologies such as asset allocation, dollar-cost averaging, and both long- and short-term trading. Intrinsic has developed proprietary investment models, including a stock-pricing model used to estimate private market value, and typically executes client trades through an institutional custodian relationship.

Noteworthy aspects include a practice of requiring or strongly preferring custody and trade execution through a single institutional custodian and a stated policy that may limit acceptance of clients who direct brokerage elsewhere. The firm discloses the use of service providers that employ artificial intelligence or machine learning and describes periodic due diligence to address those risks; it also operates with a small, owner-managed advisory team and maintains limited custody arrangements (e.g., fee deductions and standing transfer authorizations) rather than full physical custody.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $99,999: 2.00% annually $100,000 - $249,999: 1.8% annually $250,000 - $499,999: 1.65% annually $500,000 - $749,999: 1.50% annually $750,000 - $999,999: 1.35% annually $1,000,000 - $1,999,999: 1.10% annually $2,000,000+: 1.00% annually

Other

Account minimum: $100,000 (usually), lesser amounts may be accepted under certain circumstances Fee-only: Asset management fees only; no commissions included in advisory fee.

Main office location

Intrinsic Investors LLC

1200 N Mayfair Rd, Suite 330

Wauwatosa WI 53226, United States

Number of offices

Most active in

Florida · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 414-831-5700

Advisors at this firm

William F

Series 63

Wauwatosa, WI

Intrinsic Investors LLC

William Fons is a financial advisor with Intrinsic Investors LLC in Wauwatosa, WI, holding a Series 63 designation and over 31 years of industry experience. He has been with Intrinsic Investors since 2000 and is also affiliated with Commonwealth Financial Network since 1999. Intrinsic Investors is an SEC-registered advisory firm that provides discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm employs a combination of fundamental and technical analysis, proprietary investment models, and a disciplined trading approach, typically executing client trades through a single institutional custodian.

Active portfolio management

Christopher S

CFP®, Series 63

Wauwatosa, WI

Intrinsic Investors LLC

Christopher Shea is a CFP® with 45 years of industry experience, currently serving as an advisor at Intrinsic Investors LLC since 2000. He also has a longstanding affiliation with Commonwealth Equity Services dating back to 1999. Shea focuses full-time on asset management, financial planning, and consulting within his role at Intrinsic Investors, where he is a member and owner. Intrinsic Investors LLC is an SEC-registered advisory firm that provides discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as retirement plans and trusts. The firm employs a combination of fundamental and technical analysis supported by proprietary investment models and generally executes trades on a discretionary basis through a single institutional custodian.

Active portfolio management

Chad M

Series 63, Series 65

Wauwatosa, WI

Intrinsic Investors LLC

Chad Melcher is a financial advisor at Intrinsic Investors LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Intrinsic Investors since 2005. Outside of his advisory role, he serves as a notary public. Intrinsic Investors is an SEC-registered advisory firm that provides discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm employs a combination of fundamental and technical analysis, proprietary investment models, and a focus on institutional custody relationships to tailor managed portfolios to clients’ objectives.

Active portfolio management

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