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 agent at Links Consulting, a financial marketing firm, since 2021. He spends about a quarter of his time there, including time during securities trading hours, and uses the firm to access carriers for life insurance and annuity contracts.