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.
3333 N Digital Drive, #700, Lehi, UT, 84043
Get directionsNo 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 →