Intelligence Driven Advisers, LLC
Assets Under Management
$828.2M
Number of Clients
881
Number of Advisors
15
Average Client AUM
$940K
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IDA provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. They offer IDA Strategy Portfolios and Custom Account Management. IDA also offers Retirement Plan Solutions for plan sponsors and participates in the PenChecks Automatic Rollover Program.
Fee Structure
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
Location
2792 Gateway Road, Carlsbad, CA, 92009