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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- GlacierCrest
- Established Date
- 05-18-1984
- Office Locations
- 2
Office Locations
About Intrinsic Wealth Counsel, Inc.
Intrinsic Wealth Counsel provides team-based life planning and wealth management for individuals and couples, including busy professionals and retirees. The firm coordinates tax, retirement, education and estate planning with investment management and cash-flow guidance. It uses ETFs and mutual funds and can transition clients out of unsuitable annuities, often collaborating with CPAs. Client accounts can be custodied at Charles Schwab.
Team overview
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Investment Themes
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Platform
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Owner & Executives
CORNELIUS HENRY VAN ZUTPHEN JR
Investment Advisor, President
- CRD
- #1261512
- Ownership
- 50% but less than 75%
CORNELIUS H. VAN ZUTPHEN III
Chief Investment Officer, Investment Advisor
- CRD
- #5264496
- Ownership
- 25% but less than 50%
Alpha atlas
Capital eagle
- CRD
- #96138
- Ownership
- 27.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,642,545 | $499,480 |
| Non-Discretionary | $1,038,523 | $129,815 |
| Total | $344,681,068 | $495,231 |
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Separately Managed Accounts
Total SMA Asset: $344,681,068
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $656,365,342 | 17.4% |
| Equity - Exchange | $1,210,880,889 | 32.1% |
| Cash | $1,904,968,378 | 50.5% |
| Total | $3,772,214,609 | 100.0% |