Intelligence Driven Advisers, LLC provides personalized financial planning, investment management, and consulting services to individuals, families, trusts, and retirement plans. The registered investment advisor builds tailored portfolios using model strategies, custom allocations, mutual funds, exchange-traded funds, and private investments, while emphasizing risk management. The firm also offers specialized advisory services for employer-sponsored retirement plans and serves as the investment manager for a closed-end interval fund. Clients receive holistic guidance that coordinates investment strategies with broader financial goals, including retirement preparation and risk assessment. Intelligence Driven Advisers operates with a fiduciary duty to act in the best interest of clients, maintaining offices in California, Texas, and Florida.
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.