INTERSECT CAPITAL LLC
San Ramon, California
3.7
3 Reviews
Intersect Capital LLC is a leading investment advisory firm based out of San Ramon, CA. With a team of four dedicated professionals, including one expert providing personalized investment advisory services, Intersect Capital delivers exceptional financial guidance to its clients. The firm boasts an impressive average of approximately $17,930,000 in assets under management per investment advisor. At Intersect Capital, the compensation structure is designed to align the interests of the advisors with those of the clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. ...
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Assets Under Mgmt

$1.27B

Investment Professionals

1

Locations

0

% 401K & Individual

2%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: FAMILY OFFICE
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