Intelligent Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$114,687,000
Clients
95
Advisors
1
of 1 employees
About
The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit sharing plans, and charitable organizations. The firm's principal also offers accounting services and maintains a referral relationship with a CPA practice, which may augment its financial planning and tax-related advice.
Advice is delivered primarily on a non-discretionary basis, with clients receiving a written Investment Policy Statement and discretionary trading only when specifically authorized in writing. The firm applies multiple analytical methods — including charting, fundamental, quantitative, technical, and modern portfolio theory — and generally limits recommendations to mutual funds, equities, fixed income, ETFs, private placements, and venture capital funds.
Noteworthy aspects relative to peers include reporting $118.5 million in regulatory assets as entirely non-discretionary (with no discretionary AUM), the firm’s active accounting affiliation and occasional direct provision of accounting services, and an explicit focus on serving charitable organizations and pension plan clients. The firm discloses use of a major custodian for client assets, does not accept commissions for product sales, and limits custody to fee deduction authority.
Client services
Expertise
Fee options
$300 to $10,000 for financial planning; $1,000 to $100,000 for pension consulting
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,000+: 0.80%
$100 to $250 per hour for financial planning
Main office
Loveland CO
Advisors at this office
1
Most active in
Colorado · Massachusetts
Also doing business as
Brian Joyce, LLC · Intelligent Investing
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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