Hunter Daniel is a CFA, CFP-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Carlsbad, CA, with 8 years of industry experience. Hunter 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
2792 Gateway Road, Carlsbad, CA, 92009
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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 →Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Morton Wealth
Dowling & Yahnke, 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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