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Intelligent Capitalworks Review

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computer Visit Site phone 480-951-2900 account_balance $181.1 million

Intelligent Capitalworks, registered in 2005, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Intelligent Capitalworks manages $181.1 million and provides investment advisory services for 82 clients (1:21 advisor/client ratio).



Firm Information


As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Intelligent Capitalworks can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

Summary Firm
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 18
Minimum Investment $2,000,000
Average Client Balance $2,208,536
Total AUM $181.1 million
Investment-Related Prohibition - Court No
Advisor / Client Ratio 1:21
Languages Offered Ask firm
Specialities Ask firm
Website Visit Site
Phone Number 480-951-2900
Headquarters Scottsdale, AZ
SEC Filings View SEC IAPD CRD #135081



Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Intelligent Capitalworks:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

Firm has not provided fee details summary.



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This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2020*. For data support, email "support@investor.com". Views: 274 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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