Chad Greenberg is a PFS-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Englewood, CO, with 17 years of industry experience. Chad 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
16 Inverness Pl East E-100, Englewood, CO, 80112
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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.
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Chad manages Navigate Tax & Accounting Advisors LLC, a CPA firm, and holds a CPA designation. This takes Chad nearly full-time, including a significant portion during trading hours.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Geneos Wealth Management, INC.
Imst Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Grand Distribution Services, LLCBroker
361 Capital LLC
Omni Brokerage, INC.Broker
Ws Investment Advisors, 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.