Derek Long is a registered investment advisor at Intelligence Driven Advisers, LLC, based in Murrieta, CA, with 3 years of industry experience. Derek 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
25220 Hancock Ave., Suite 310, Murrieta, CA, 92562
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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
Derek is the President of Derek Long Realtor Corp, which conducts residential real estate transactions. He spends minimal time maintaining the business, focusing on bookkeeping, insurance, and licenses.
Employment History
Current Registrations
Intelligence Driven Advisers, 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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