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
Get directionsRegulatory 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 ActivitiesSells Insurance
Michael is an independent insurance agent selling fixed life insurance since 2018, dedicating minimal time to this activity. He also manages family office services at Blue Diamond Capital (about half his time) and works as an independent contractor providing administrative services for Tula Health, Inc. (about 10-20% of his time).