CW

Christian Alexander Williams

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$146K average
Assets Under Management
$168.6M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.75%
$1M+1.70%

This is a straight tier schedule. Fees are negotiable depending on client specific situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location
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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Employment History
Current Registrations
Driven Investments LLC
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Transamerica Financial Advisors, INC.
February 2018 - November 2020 · 2 yrs 9 mos
Transamerica Financial Advisors, INC Broker
October 2017 - November 2020 · 3 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.