Advisor at Intelligent Investing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Intelligent Investing
Location
Loveland, CO
Credentials
CFP®, Series 66
Industry experience
20 years
Brian Joyce is a CFP® professional with 20 years of industry experience, operating as the sole advisor at Intelligent Investing in Loveland, CO. He has managed his own practice, Brian Joyce, LLC, since 2010 and has been involved with AAFCPA/HighSight, LLC since 2005. Intelligent Investing is a single-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach combining multiple analysis methods and offers both discretionary and non-discretionary portfolio management tailored to client risk tolerances and investment goals.
Based on Intelligent Investing
Fixed financial planning fees between $300 and $10,000; Fixed pension consulting fees between $1,000 and $100,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Financial planning hourly fee between $100 and $250.
Account minimum: No account minimum for any of INT’s services. Fee-only: Portfolio Management and Pension Consulting fees as tiered percentage of assets under management; Financial Planning fees are fixed or hourly.
Loveland, CO
Colorado · Massachusetts
Brian Joyce, LLC
2010 - Present (16 years)
Brian Joyce, LLC d/b/a Intelligent Investing
2010 - Present (16 years)
AAFCPA/HighSight, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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