Drew Culver is a CFP-designated registered investment advisor at Mbi LLC, based in Bethesda, MD, with 11 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 197 clients with $320M 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 $750K | Included |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are generally negotiable.
Fee Estimator
Location
7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814
Get directionsHistory
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
Drew works as an Investment Advisor Representative for Kestra Advisory Services and as a Financial Advisor for CURO Private Wealth, dedicating full-time hours to each role. At CURO Private Wealth, Drew manages client needs, prepares reports, participates in client meetings, and oversees client service operations.
Employment History
Current Registrations
Mbi LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, LLC.
Ameriprise Financial 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.