Drive Wealth Advisers charges fees based on a percentage of assets under management, hourly rates, or fixed fees. The annual advisory fee can be up to 2.00% of assets under management, and there may be separate investment manager fees. Financial planning services are offered for a maximum hourly fee of $300 or a fixed fee ranging from $5,000 to $50,000. General consulting fees are a maximum of $200 per hour or fixed fees ranging from $5,000 to $50,000. Pension consulting services are based on fixed fees (up to $100,000/year) or a percentage of assets under management. Family office services are charged a fixed fee based on the total value of investable assets.
3333 N Digital Drive, #700, Lehi, UT, 84043
Get directionsRichard is an independent insurance agent, providing insurance recommendations for clients since 1987, dedicating a few hours per week to investment-related activities. He is also a shareholder in Chimedes Insights & Analytics and an indirect stockholder in Archimedes Enterprise Solutions, both LLCs, with minimal time commitment.