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
Summerland Key, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
22 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.
Summerland Key, FL
California · Florida
Intelligence Driven Advisers, LLC
2018 - Present (8 years)
Ocean Equity Partners, LLC
2017 - Present (9 years)
Labrum Wealth Management, Llc
2009 - 2019 (10 years)
EZ DZ IT, Inc.
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:
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.
ChFC®, Series 63
Ramrod Key, FL
Founders Financial Securities LLC
Series 66
Cudjoe Key, FL
LPL Financial
Series 66
Summerland Key, FL
LPL Financial
Series 63, Series 66
Big Pine Key, FL
Commonwealth Financial Network
Series 63, Series 65
Summerland Key, FL
Merrill
Bradley Mikolajczyk is a Private Wealth Advisor with nearly two decades of experience advising individuals and families on comprehensive wealth planning, estate strategy, and charitable giving. He leads the Wealth Planning and Business Development segments of MK Private Wealth. His professional focus is shaped by his upbringing in a family business, where he gained firsthand insight into the unique challenges business owners face around succession and transition. This background, combined with ongoing education, underpins his expertise in advising closely held business owners and executives on personal strategy and preparation related to business sales, mergers and acquisitions, private equity transactions, and succession planning. Bradley often serves as the "quarterback" coordinating clients’ internal and external teams of professional advisors to align complex legal, tax, and financial considerations. He also acts as the primary advisor to a select group of families represented by the firm. His client focus includes areas such as education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He earned a Bachelor of Business Administration in Finance from Eastern Michigan University. Bradley holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ in conjunction with The Booth School of Business at the University of Chicago. He also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, which provides in-depth training in pre- and post-retirement planning. Additionally, Bradley maintains his Series 7, Series 31, SIE, Series 63, and Series 65 registrations. He is an active member of The Hundred Club of Detroit and the Detroit Athletic Club, and an alumnus of Orchard Lake St. Mary’s Preparatory. Bradley lives in Fenton, Michigan with his wife, Amber, and their three dogs. Outside of work, he enjoys fly-fishing, hunting, boating, adventure sports, gardening, and traveling.
CFP®, Series 63, Series 65
Summerland Key, FL
Edward Jones
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