Intrinsic Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intrinsic Investors is an SEC-registered advisory firm that provides discretionary asset management and financial planning to a mix of individual clients—including high-net-worth individuals—along with retirement plans, trusts, and other entities. Services are delivered through managed portfolios tailored to clients’ objectives, and the firm generally implements investment advice on a discretionary basis.
The firm’s investment process combines fundamental and technical analysis with in-house research and a suite of investment methodologies such as asset allocation, dollar-cost averaging, and both long- and short-term trading. Intrinsic has developed proprietary investment models, including a stock-pricing model used to estimate private market value, and typically executes client trades through an institutional custodian relationship.
Noteworthy aspects include a practice of requiring or strongly preferring custody and trade execution through a single institutional custodian and a stated policy that may limit acceptance of clients who direct brokerage elsewhere. The firm discloses the use of service providers that employ artificial intelligence or machine learning and describes periodic due diligence to address those risks; it also operates with a small, owner-managed advisory team and maintains limited custody arrangements (e.g., fee deductions and standing transfer authorizations) rather than full physical custody.
Client services
Expertise
Fee options
$0 - $99,999: 2.00% annually $100,000 - $249,999: 1.8% annually $250,000 - $499,999: 1.65% annually $500,000 - $749,999: 1.50% annually $750,000 - $999,999: 1.35% annually $1,000,000 - $1,999,999: 1.10% annually $2,000,000+: 1.00% annually
Account minimum: $100,000 (usually), lesser amounts may be accepted under certain circumstances Fee-only: Asset management fees only; no commissions included in advisory fee.
Main office
1200 N Mayfair Rd, Suite 330
Wauwatosa WI 53226
Advisors at this office
3
Most active in
Florida · Wisconsin
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William F
Series 63
Wauwatosa, WI
Intrinsic Investors LLC
William Fons is a financial advisor at Intrinsic Investors LLC with 32 years of industry experience. He has worked at Intrinsic Investors since 2000 and has prior experience with Commonwealth Financial Network from 1999 to 2026. Intrinsic Investors is an SEC-registered advisory firm that offers discretionary asset management and financial planning to individual clients, retirement plans, trusts, and other entities. The firm combines fundamental and technical analysis with proprietary investment models and generally executes trades through a single institutional custodian.
Christopher S
CFP®, Series 63
Wauwatosa, WI
Intrinsic Investors LLC
Christopher Shea is a CFP® with 46 years of industry experience, currently serving at Intrinsic Investors LLC, where he has worked since 2000. Prior to that, he spent 27 years at Commonwealth Equity Services. He is also associated with Carson Wealth and CWM, LLC. Intrinsic Investors LLC is an SEC-registered advisory firm providing discretionary asset management and financial planning to individual clients, retirement plans, trusts, and other entities. The firm uses a combination of fundamental and technical analysis, proprietary investment models, and generally implements investment advice on a discretionary basis.
Chad M
Series 63, Series 65
Wauwatosa, WI
Intrinsic Investors LLC
Chad Melcher is a financial advisor with Intrinsic Investors LLC in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Intrinsic Investors since 2005 and has also been affiliated with Carson Wealth and CWM, LLC since 2026. Outside of his advisory work, he serves as a notary public. Intrinsic Investors is an SEC-registered firm providing discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm combines fundamental and technical analysis with proprietary investment models and generally executes client trades through a single institutional custodian.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)