Intuitivo LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,351,819
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
73
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$73,313
About
Intuitivo provides financial planning (limited-scope, comprehensive, and ongoing) and investment management to individuals — including high‑net‑worth clients — as well as trusts, LLCs, corporations, small businesses, and pension and profit‑sharing plans. Services described in the brochure include investment planning and implementation using mutual funds, ETFs, separate managed accounts, stocks, fixed income, and held‑away retirement account management (primarily 401(k) accounts).
The firm tailors advice through questionnaires and interviews to produce investment policy statements and implements those plans using model allocations, passive strategies, and fundamental/cyclical analysis while monitoring accounts continuously and employing automated rebalancing tools. Intuitivo may subscribe client accounts to third‑party model portfolios through a custodial platform and accepts both discretionary and non‑discretionary mandates.
Distinctive features in the brochure include reporting substantially more non‑discretionary AUM than discretionary AUM (as of March 2, 2026), regular work with corporate and institutional clients, and the availability of performance‑based fee arrangements for qualified clients. The firm also participates in a model marketplace and a client‑match/referral program through its custodian platform, arrangements the brochure identifies as creating potential conflicts of interest that are disclosed and managed.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Fixed fees generally range from $350 to $3,000 for limited scope financial planning
$30,000 - $250,000: 1.65% $250,000.01 - $1,000,000: 1.45% $1,000,000.01 - $3,000,000: 1.25% $3,000,000.01+: 1.10%
Hourly fees range from $100 to $350 per hour
Performance-based fees may be charged on a case-by-case basis for qualified clients, negotiated individually
Ongoing comprehensive financial planning fees range from $195 to $500 per month, billed monthly
Account minimum: $100,000 Minimum fee: Investment Planning: minimum fixed fee of $350 Fee-only: Financial planning fees offered as fixed fee, hourly rate, subscription, or success-based fee
Main office location
Intuitivo LLC
Metro Office Park, 7 C. 1, Suite 204
Guaynabo PR 00968, United States
Number of offices
1
Most active in
Intuitivo LLC has reported serving >5 clients in these states in the last 12 months.
Puerto Rico · Texas
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.
-
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
Quick links
LinkedIn
Facebook
Instagram
Website
(787) 366-0255
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