Chad Greenberg is a PFS-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Englewood, CO, with 18 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 8 more. Their firm serves 660 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual advisory fee is 1.00% of the value of your portfolio, or up to 1.25% for integrated planning relationships. Subject to a minimum annual fee of $10,000.
Fee Estimator
Location
16 Inverness Pl East E-100, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad manages Navigate Tax & Accounting Advisors LLC, a CPA firm, and holds a CPA designation. This takes Chad nearly full-time, including a significant portion during trading hours.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Geneos Wealth Management, INC.
Imst Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Grand Distribution Services, LLCBroker
361 Capital LLC
Omni Brokerage, INC.Broker
Ws Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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