Jordie Czapinski is a registered investment advisor at Intelligence Driven Advisers, LLC, based in Carlsbad, CA, with 18 years of industry experience. Jordie 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
Get directionsHistory
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
Jordie is a registered representative with International Assets Advisory since 2016, focusing on securities sales. This requires a few hours per week.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
International Assets Advisory, LLCBroker
Gradient Securities, LLCBroker
Labrum Wealth Management, LLC
Waveland Capital Partners LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.