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Samuel Wheeler

Intelligence Driven Advisers, LLC
16 Years of Experience
Carlsbad, CA
Sells Insurance
View SEC Summary
View SEC Summary

Samuel Wheeler is a registered investment advisor at Intelligence Driven Advisers, LLC, based in Carlsbad, CA, with 16 years of industry experience. Samuel 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.

Intelligence Driven Advisers, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
660 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$881.9M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2792 Gateway Road, Carlsbad, CA, 92009

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Samuel works as an agent at Intelligence Driven Insurance Solutions, an insurance agency, selling insurance. This activity requires minimal time.

Employment History
Current Registrations
Intelligence Driven Advisers, LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Mutual of America Securities LLCBroker
July 2019 - April 2021 · 1 yr 9 mos
Mutual of America Life Insurance CompanyBroker
July 2019 - November 2020 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
October 2011 - July 2014 · 2 yrs 9 mos
Lincoln Financial Distributors, INC.Broker
December 2010 - December 2012 · 2 yrs
Vanguard Marketing CorporationBroker
July 2005 - November 2010 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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