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
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