Thomas Lombardi is a registered investment advisor at Intelligence Driven Advisers, LLC, based in Santa Monica, CA, with 4 years of industry experience. Thomas 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
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Professor of Finance at Pepperdine University since 2021. This activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Wave Financial LLC
Wave Financial
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.