Intervest Ltd

InterVest, Ltd. is an independent financial counseling firm established in 1982, with Richard Holleman Schoenfeld as the principal owner. They offer personalized financial planning services, including investment and tax strategies, retirement and estate planning, and insurance reviews. InterVest acts as a fiduciary for clients' retirement accounts, ensuring their best interests are prioritized. They collaborate with clients' legal, accounting, and investment professionals to provide comprehensive financial solutions. The firm manages assets totaling approximately $147.8 million, with a minimum initial investment of $4,000 for a comprehensive Financial Plan. InterVest charges fixed fees based on the complexity of services provided and offers non-discretionary asset management consulting. Clients may also participate in an investment program sponsored by SEI Investments Management Corporation. InterVest does not participate in wrap fee programs and does not charge performance-based fees. The firm has no disciplinary events and does not engage in financial industry activities beyond financial advising. Clients include individuals, trusts, families, estates, and organizations, with no minimum asset requirement. InterVest's investment strategies are based on thorough analysis and tailored to each client's unique financial situation. The firm emphasizes risk management and transparent fee structures.