GR

Grant Milo Rowan

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$5,000 - $50,000
Hourly Rate:Up to $300/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information

Office location

126 West Sego Lily Drive, Suite 265, Sandy, UT, 84070

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Grant is a partner and CEO at Porch Financial, an insurance software company. This activity takes nearly full-time.

Employment History
Current Registrations
Drive Wealth Advisers
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Crewe Advisors
October 2016 - March 2019 · 2 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.