Aaron Pugh is a registered investment advisor at Driven Investments LLC, based in Lehi, UT, with 13 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,192 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
Fees are negotiable depending on client specific situation and potential depending on many different circumstances.
Fee Estimator
Location
Lehi, UT
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an insurance producer for Shelton Insurance, referring clients for their insurance needs, which takes minimal time. He also works as a bookkeeper for TDR Properties, owns BAM LLC, and co-owns JAPUGH LLC, all real estate holdings companies, dedicating minimal time to each.
Employment History
Current Registrations
Driven Investments LLC
Previous Registrations
Brooklight Place Securities, INC.Broker
Gwn Securities INC.Broker
Interactive Financial Advisors
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.