Intelligent Wealth Solutions LLC

Intelligent Wealth Solutions LLC is a financial advisor firm based in Austin, Texas, established in April 2019. The firm specializes in providing asset management services as a sub-adviser to third-party investment advisers, managing model portfolios for clients. Clients may access the firm solely through approved third-party investment advisers. IWS offers various model portfolios, including the Newton Alpha and Risk Weighted Model Portfolios, aiming to achieve enhanced risk-adjusted returns. The firm's investment strategies involve a proprietary quantitative model that analyzes market trends using historical data and economic indicators. For fees, IWS charges a maximum annual fee of 35 basis points based on the market value of client portfolios, with a minimum account size of $100,000. The firm may waive the minimum account size at its discretion. IWS does not participate in wrap fee programs and does not charge performance-based fees. Clients may impose reasonable restrictions on account management. Regarding investment discretion, IWS exercises discretion in managing its model portfolios but not in voting client securities. The firm does not take discretion with respect to voting proxies on behalf of clients. Additionally, IWS has custody of client assets for purposes of the Advisers Act, providing direct fee deduction and money movement instructions. The firm has no financial conditions impairing its ability to meet client commitments and has not filed any bankruptcy petitions in the past ten years.