Driven Investments LLC
Assets Under Management
$168.6M
Number of Clients
1,152
Number of Advisors
6
Average Client AUM
$146K
AUM per Advisor
$28.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Driven Investments, LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, tax concerns, retirement planning, college planning, and debt/credit planning. Driven refers clients to a third-party insurance agency and/or broker-dealer for possible consideration of a fee-based annuity.
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
Location
ID, United States