Intelligence Driven Advisers (IDA) provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and other organizations. IDA offers discretionary investment management through IDA Strategy Portfolios and IDA Custom Account Management. IDA also offers retirement plan solutions and participates in the PenChecks Automatic Rollover Program. IDA may recommend investments in affiliated and unaffiliated private funds.
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.