Advisor at Intelligence Driven Advisers, LLC
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
Intelligence Driven Advisers, LLC
Location
Englewood, CO 80112
Credentials
PFS™, Series 63
Industry experience
17 years
Based on Intelligence Driven Advisers, LLC
Based on Intelligence Driven Advisers, LLC
Fixed financial planning and consulting fees generally range from $2,500 to $10,000; retirement plan services often charged as flat fee.
Tiered advisory fees resulting in blended rate, maximum annual advisory fee of 1.00% of AUM (1.25% maximum in certain affiliated service arrangements)
Commissions received from insurance product sales through affiliated insurance agency and from variable annuities via Halo Investing; these are separate from advisory fees.
Hourly financial planning and consulting fees range from $175 to $675 per hour.
Account minimum: $10,000 annual advisory fee minimum (equivalent to $2,500 per quarter) Minimum fee: Minimum fee of $2,500 per quarter ($10,000 annually) for investment management services; minimum fee of $1,250 per quarter ($5,000 annually) for retirement plan services. Minimum fees may be waived or reduced at the Firm's discretion.
16 Inverness Pl East E 100
Englewood, CO 80112
Colorado
Intelligence Driven Advisers
2023 - Present (3 years)
Navigate Wealth Management LLC
2023 - 2023 (1 year)
Geneos Wealth Management Inc
2023 - 2023 (1 year)
Navigate Tax & Accounting Advisors LLC
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Echelon Energy
2021 - 2022 (1 year)
Unemployed
2020 - 2020 (1 year)
361 Capital
2018 - 2020 (2 years)
Forum Real Estate Group
2017 - 2018 (1 year)
IMST Distributors LLC
2013 - 2017 (4 years)
361 Capital LLC
2010 - 2017 (7 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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