Drive Wealth Advisers
Assets Under Management
$2.2B
Number of Clients
1,384
Number of Advisors
15
Average Client AUM
$1.6M
AUM per Advisor
$145.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Drive Wealth Advisers provides personalized investment advisory services including portfolio management (discretionary and non-discretionary), recommendation of sub-advisers, financial planning, pension consulting, general consulting, and family office services. They tailor advice to client needs and objectives, monitoring portfolios and rebalancing as needed.
Fee Structure
Drive Wealth Advisers charges a percentage of assets under management, hourly charges, and fixed fees. The annual advisory fee is up to 2.00% of assets under management, payable quarterly. Investment manager fees are separate and in addition to the annual advisory fee. Financial planning services are offered for a maximum hourly fee of $300 or a fixed fee 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. General consulting fees are a maximum of $200/hour or fixed fees from $5,000-$50,000.
Areas of Practice
Location
3333 N Digital Drive, #700, Lehi, UT, 84043