BP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M
Fee Structure
Minimum Annual Fee:$10,000
Financial Plan Fee:$2,500 - $10,000
Hourly Rate:$175 - $675/hr
Financial planning fees range from $2,500 to $10,000 as a one-time fixed fee, or $175 to $675 per hour. These rates are negotiable. The firm requires a minimum annual investment management fee of $10,000, but this may be negotiable or waived in certain circumstances. For accounts under $1,000,000, the minimum fee charged will equate to more than 1.25%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2792 Gateway Road, Carlsbad, CA, 92009
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Intelligence Driven Advisers, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Mutual of America Securities LLCBroker
February 2022 - April 2023 · 1 yr 2 mos
Nylife Distributors LLCBroker
October 2008 - November 2011 · 3 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.