Advisor at Intelligent Investments
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 Investments
Location
Sioux Falls, SD 57105
Credentials
Series 63, Series 66
Industry experience
17 years
Pradeep Jayaraman is the principal of Intelligent Investments in Sioux Falls, SD, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various legal roles since 2017, currently serving as an attorney at Glinert Jay. In addition to his advisory work, he is a licensed insurance agent involved in evaluating and recommending life and health insurance policies. Intelligent Investments provides non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a range of investment strategies and analytical methods, including fundamental and technical analysis, while maintaining custody through Charles Schwab.
Based on Intelligent Investments
Based on Intelligent Investments
Fixed fees for financial planning from $500 to $1,500 depending on complexity
1% annually flat fee for assets under management
Financial planning charged at $200 per hour in 15-minute increments
Minimum fee: Flat fee negotiated with client for bond-heavy portfolios, e.g., $1,500 annually Fee-only: Financial planning charged at $200 per hour or fixed fees ranging from $500 to $1,500 depending on complexity
2101 West 41 St Street, Suite 2000 A
Sioux Falls, SD 57105
Iowa · Minnesota · Oklahoma · South Dakota
Glinert Jay, Attorneys at Law
2024 - Present (2 years)
Jay Law Office
2022 - 2024 (2 years)
IpHorgan Ltd.
2020 - 2022 (2 years)
Jay Law Office
2019 - 2020 (1 year)
Bendorf Law Firm
2017 - 2018 (1 year)
Intelligent Investments
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
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.
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.
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®, Series 63, Series 65
Sioux Falls, SD
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Series 66
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