Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
This is a straight tier schedule. Fees are negotiable depending on client specific situation.
Fee Estimator
Driven Investments charges an annual fee based on assets under management. The fees are negotiable depending on client-specific situations. They also offer one-time and custom financial planning services for a negotiated fixed rate, up to a maximum of 2% of investable assets. Clients are responsible for third-party fees such as custodian and brokerage fees. Fees for the TPFG Direct Management program are collected quarterly in advance.
Areas of Practice
Advisor Information
Office location
Lehi, UT
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
Aaron is an insurance producer for Shelton Insurance, referring clients for their insurance needs, which takes minimal time. He also works as a bookkeeper for TDR Properties, owns BAM LLC, and co-owns JAPUGH LLC, all real estate holdings companies, dedicating minimal time to each.