Intelligence Driven Advisers

Financial Advisor in Carlsbad, CA

Firm Info
Address: 6128 Innovation Way, Carlsbad, CA 92009, USA
Phone: (888) 401-2083

Firm Size
Assets Under Management: $849.6 million
# of Advisors: 14
# of Clients: 1,099
Client to Advisor Ratio: 79:1
Average Account Size: $773,055
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Intelligence Driven Advisers, LLC Overview

INTELLIGENCE DRIVEN ADVISERS, LLC is a fee-only registered investment advisory firm based in Carlsbad, CA. The firm has been in business since 2018 and provides a variety of services, including financial planning and portfolio management for individuals and small businesses. The firm also offers portfolio management services for businesses or institutional clients, as well as pension consulting services. As an insurance broker/agent, INTELLIGENCE DRIVEN ADVISERS, LLC is uniquely positioned to provide investment advice that takes into account all aspects of a client's financial situation. The firm's fee-only arrangement ensures that clients are not subject to conflicts of interest that may arise from commission-based compensation structures. In addition to its portfolio management and financial planning services, INTELLIGENCE DRIVEN ADVISERS, LLC provides educational seminars and workshops to help clients better understand their financial options and make informed decisions. With a commitment to providing evidence-based investment strategies and personalized service, the firm is dedicated to helping clients achieve their financial goals.

INTELLIGENCE DRIVEN ADVISERS, LLC is a financial advisory firm that caters to a diverse range of clients. Their services extend to individuals and high net worth individuals, pension or profit sharing plans, charitable organizations, insurance companies, and various other corporation types not listed. The firm provides tailored financial solutions to each client based on their specific requirements and financial goals. INTELLIGENCE DRIVEN ADVISERS, LLC offers varying fee structures to reflect the different services provided. Fees can either be calculated as a percentage of AUM (assets under management), hourly rates, or fixed fees. The percentage of AUM method is usually applied in the management of a client’s portfolio, while hourly rates are suitable for clients who require advice on specific financial matters. Fixed fees are the most straightforward method and are charged for specific services, such as financial planning or tax preparation. The firm is transparent about their fees and ensures that all clients understand the charges associated with the services provided. Ultimately, they strive to create a clear and mutually beneficial relationship with their clients based on their individual needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Intelligence Driven Advisers, LLC does not mention an investment minimum.

How This Office Can Help Carlsbad, CA Residents

Intelligence Driven Advisers (IDA) is a financial advisory firm based in Carlsbad, CA that provides personalized, data-driven solutions to its clients. The firm offers a range of financial planning services, including retirement planning, tax planning, investment management, and estate planning. IDA's team of experts works closely with clients to understand their unique financial situations, goals, and risk tolerances, developing customized plans and recommendations to help them achieve their objectives. Carlsbad, CA is a thriving coastal city in Southern California with a high cost of living and a diverse mix of residents. Many of IDA's clients in this area are seeking assistance with retirement planning, as they strive to plan for a financially secure future while also managing the high expenses of living in a desirable location. The firm's tax planning services are also particularly important in Carlsbad, where residents face a complex tax environment that can be difficult to navigate without expert guidance. And as a community that values education and culture, many of IDA's clients in Carlsbad are interested in exploring investment opportunities that align with their ethical and sustainable values. With its data-driven approach and client-centric focus, IDA is well-equipped to assist residents of Carlsbad, CA in navigating these and other financial challenges.

To view the Minimum Investment and Fee Schedule for Intelligence Driven Advisers, LLC, visit their Part 2 Brochure.

Services Offered by Intelligence Driven Advisers, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Intelligence Driven Advisers, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6128 Innovation Way, Carlsbad, CA 92009, USA
Phone (888) 401-2083
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Intelligence Driven Advisers, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Florida
  • Hawaii
  • Illinois
  • Indiana
  • Iowa
  • Louisiana
  • Michigan
  • Nebraska
  • New Mexico
  • Ohio
  • Oregon
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Wisconsin

Disciplinary History

Intelligence Driven Advisers, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs