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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.