Intersect Capital LLC

Intersect Capital LLC, based in San Ramon, California, has been providing investment advisory services since 1997. The firm specializes in offering a range of investment management programs, including retirement planning, estate planning, asset allocation, and discretionary and non-discretionary portfolio management services. Intersect Capital LLC is a fee-only advisor, meaning they are compensated exclusively by clients and do not receive commissions or soft dollar compensation. The firm may offer financial planning services, charging an average hourly fee of $200, and portfolio management services with annual fees typically ranging between 1.30% and 0.50% based on assets under management. Clients are required to have a minimum of $1,000,000 to open and maintain an advisory account, although this minimum may be waived at the firm's discretion. Intersect Capital LLC may provide discretionary or non-discretionary portfolio management services, with discretionary authority allowing the firm to manage client accounts without prior approval for each transaction. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive regular account reviews and reports, and the firm does not vote proxies on behalf of clients. Intersect Capital LLC does not have any disciplinary information and maintains strict privacy policies to protect clients' personal information.