Intrinsic Wealth Counsel, Inc.

Intrinsic Wealth Counsel, Inc., established in 1984, offers personal financial planning and investment advisory services. The firm's partners are Cornelius Van Zutphen Jr., Cornelius Van Zutphen III, and Daniela Jones. Intrinsic Wealth aspires to co-create financial life plans based on intrinsic motivations and values, emphasizing a fiduciary standard of care. The firm provides comprehensive, integrated Financial Planning and Portfolio Management services tailored to each client's unique needs and goals. The financial planning process involves exploring needs, life goals discovery, cash flow management, retirement planning, risk management, estate planning, and more. The firm's investment philosophy includes being value investors, diversifying portfolios, and customizing strategies to align with clients' goals. In terms of fees, Intrinsic Wealth offers stand-alone Portfolio Management for clients with $500,000 or more, with a minimum quarterly fee of $1,250. For comprehensive Financial Planning and Portfolio Management, the minimum quarterly fee is $2,500. The firm utilizes a tiered fee schedule based on Assets Under Management (AUM), with fees ranging from 1.00% to 0.50% based on AUM breakpoints. Intrinsic Wealth does not charge performance-based fees and operates under a fiduciary duty to act in clients' best interests. The firm does not accept referral fees, participates in block trading, and uses Charles Schwab as the qualified custodian. Clients' assets are held in custody by the custodian, and the firm has investment discretion to manage clients' securities accounts. Intrinsic Wealth maintains a privacy policy to protect clients' confidential information.