Intelligent Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intelligent Investments advises individuals (including high‑net‑worth clients), trusts, estates, and business entities with comprehensive portfolio management and financial planning or consulting on a case‑by‑case basis. The firm structures portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public or private securities and maintains custody relationships through Charles Schwab.
The firm provides individualized, non‑discretionary portfolio management, meeting with clients to determine goals and reviewing accounts at least annually (quarterly for certain accounts), while generally investing client cash in conservative instruments such as money market funds and FDIC‑insured deposits. Its methods of analysis include fundamental, technical, cyclical and charting techniques and it employs a range of strategies from long‑term holdings to trading, margin and options, with clients able to impose reasonable investment restrictions.
What is distinctive is the principal’s multi‑role background: the managing member is a licensed attorney who spends about one‑third of his time on legal work and is also a licensed insurance agent (approximately 5% of time), both of which the firm discloses and addresses as potential conflicts. The firm also reports all $14.6 million in assets as non‑discretionary, does not accept proxy‑voting or discretionary authority, and the principal’s adjunct teaching experience combined with access to Charles Schwab’s educational resources suggests the firm has experience delivering educational content or workshops in addition to advisory services.
Client services
Expertise
Fee options
Fixed fees for financial planning from $500 to $1,500 depending on complexity
1% annually flat fee for assets under management
Financial planning charged at $200 per hour in 15-minute increments
Minimum fee: Flat fee negotiated with client for bond-heavy portfolios, e.g., $1,500 annually Fee-only: Financial planning charged at $200 per hour or fixed fees ranging from $500 to $1,500 depending on complexity
Main office
2101 West 41st Street, Suite 2000 A
Sioux Falls SD 57105
Advisors at this office
1
Most active in
Iowa · Minnesota · Oklahoma · South Dakota
Also doing business as
Intelligent Investments · Intelligent Investments 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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
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