Intrinsic Wealth Counsel, Inc. (Tempe)

Name: Intrinsic Wealth Counsel, Inc.
Address: 1255 W. Rio Salado Pkwy, Tempe, AZ, 85281
Telephone: 480-924-5613

Intrinsic Wealth Counsel, Inc. is a large advisory firm based in Tempe. It manages $154.42 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 3 other states.

Intrinsic Wealth Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Intrinsic Wealth Counsel: assets under management

The assets under management (AUM) of Intrinsic Wealth Counsel, Inc. is $154.42 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153.02 million in discretionary accounts and $1.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $348.48 thousand.

Intrinsic Wealth Counsel has custody of $109.4 million in cash and securities for 134 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 47% of the total AUM. The second-largest asset type is exchange traded securities, which make up 44% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intrinsic Wealth Counsel, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cornelius Henry Van Zutphen serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Cornelius Henry Van Zutphen is high net worth individuals with 74 clients and $118.04 million of assets under management. Among the 13 most similar advisory firms, Intrinsic Wealth Counsel has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $154.42 million for 181 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Intrinsic Wealth Counsel doesn't advise any private funds.

Careers at Intrinsic Wealth Counsel, Inc.

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Cornelius Henry Van Zutphen has been acting as President since 1 Aug 2013. Brian Charles Frederick joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cornelius Henry Van Zutphen	President	1 Dec 2010	75% - 100%	1261512
Cornelius H. Van Zutphen	Chief compliance officer	1 Dec 2010	Other	5264496
Charles Tway Autrey	Portfolio manager	1 Jan 2013	Other	1161290
Cornelius Henry Van Zutphen	President	1 Aug 2013	75% - 100%	1261512
Cornelius H. Van Zutphen	Vp & cio	1 Aug 2013	Other	5264496
Brian Charles Frederick	Cco	1 Mar 2015	Other	4217227

Based in Tempe

The principal office where Intrinsic Wealth Counsel, Inc. performs its advisory services is located at 1255 W. Rio Salado Pkwy, Tempe, AZ 85281, which is also the mailing address of the firm. An additional office of the firm is in Tustin, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-924-5613 or by fax 480-924-8062. The normal business hours are 9-5 m-th 9-4 fri on Monday - Friday. You can find more information about the New York firm at intrinsicwealthcounsel.com and its LinkedIn profile.