Overview

Headquarters
Ponte Vedra, FL
Total Firm Assets
$116 million
Average High-Net-Worth Client Portfolio Size
$2.0 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV PART 2A- INTELLICAPITAL ADVISORS LLC (2026-08-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.12%
$1,000,001 $2,000,000 0.97%
$2,000,001 $3,000,000 0.85%
$3,000,001 $5,000,000 0.69%
$5,000,001 and above 0.62%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,200 1.12%
$5 million $43,200 0.86%
$10 million $74,200 0.74%
$50 million $322,200 0.64%
$100 million $632,200 0.63%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
89.03%
Number of High-Net-Worth Clients
51
Total Client Accounts
200
Discretionary Accounts
200

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
316908
  • ADV PART 2A- INTELLICAPITAL ADVISORS LLC (2026-08-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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