Jason Labrum
Jason Labrum is a CFP-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Carlsbad, CA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 881 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IDA charges a percentage of your portfolio each year for investment management services, up to a maximum of 1.0%. For affiliated service arrangements, the maximum annual advisory fee is 1.25%. The specific fee is based on the size of your portfolio, its complexity, and other factors. IDA requires a minimum quarterly fee of $2,500 ($10,000 per year), but this may be negotiable. Assets invested in the IDA Private Access Fund are included in the market value of the client’s account to determine the blended rate for the advisory fee, but the assets are excluded from being charged an IDA advisory fee.
Location
2792 Gateway Road, Carlsbad, CA, 92009
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Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Jason is the Founder and CEO of Intelligence Driven Insurance Solutions, an insurance agency, dedicating about 10-20% of his time to insurance sales. He is also a member of JADL, LLC, a real estate holding company, and a managing member of Invictus Real Estate Partners, LLC, a real estate management firm, spending a few hours per week on the latter.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Labrum Wealth Management, LLC
Labrum Capital Advisors, LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.