Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3333 N Digital Drive, #700, Lehi, UT, 84043
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Customer Dispute
March 2004Other Business Activities
Brenton is an attorney at law and sole owner of Jamestown Law Group, Inc., spending about 10-20% of his time there. He is also a member manager of Courtyard Office Suites, LLC and President/sole owner of Red Rock Management Company, Inc., dedicating a few hours per week to each. Brenton also works nearly full-time as an IAR for Drive Wealth Advisers.