Intelligent Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,162,820
Clients
31
Advisors
2
of 2 employees
About
Intelligent Investing serves individuals—including both high-net-worth and non‑HNW clients—as well as pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and financial consulting, and it manages both custodial accounts and held‑away defined‑contribution participant accounts.
The firm tailors advice through an initial client assessment of objectives and risk tolerance and implements strategies using customized portfolios or firm-developed model portfolios that are monitored and rebalanced on an ongoing basis. It also integrates tax-aware services into portfolio management, including a formal tax‑loss harvesting program and complimentary RMD calculations, and it reviews held‑away retirement accounts at least quarterly via a third‑party platform.
Notably, the firm offers participant‑focused educational services uncommon among peers, including enrollment meetings and investment seminars covering diversification, asset allocation, risk tolerance, and time horizon for plan participants. It operates with a small advisory team and a limited client roster, and uses a held‑away platform to rebalance and trade certain retirement plan accounts without taking direct custody.
Client services
Expertise
Demographic focus
Fee options
Financial planning and consulting fixed fees range from $500 to $5,000 (negotiable)
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
$250/hour for financial planning and consulting (negotiable)
Account minimum: $250,000 Minimum fee: $5,000 per household per year (may be waived at discretion) Fee-only: Financial planning: Fixed fee $500-$5,000 (negotiable); hourly fee $250/hour (negotiable) Financial consulting: Fixed fee $500-$5,000 (negotiable); hourly fee $250/hour (negotiable) Pension consulting: Negotiated on case-by-case basis
Main office
33 Market Point Drive
Greenville SC 29607
Advisors at this office
2
Most active in
South Carolina
Also doing business as
Intelligent Investing · Intelligent Investing Advisors · Intelligent Investing, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Hans B
CFA®, Series 65
Greenville, SC
Intelligent Investing
Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.
Amanda B
Series 65
Greenville, SC
Intelligent Investing
Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.
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