Elias Patrick is a registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 1 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,384 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drive Wealth Advisers charges an annual advisory fee of up to 2.00% of your portfolio. This fee is separate from any investment manager fees, which are paid either to Drive Wealth Advisers (if they manage the investments internally) or to an external investment manager. The advisory fee is negotiable and is based on the value of your portfolio and the complexity of your financial situation. Fees are typically deducted from your account by the custodian. If the combined fee charged by Drive Wealth Advisers and the Investment Manager exceeds 3.00% of assets under management, the fee is deemed to exceed industry norms.
Location
3333 N Digital Drive, #700, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elias is involved with Sports Acquisition Capital, LLC, conducting research and market analysis for pro sports secondaries for about 10-20% of his time. He also provides referrals regarding FX Advisory through Deaglo LLC, spending minimal time on this activity, and has an investment in Altumare Capital through Argonaut Ventures LLC and is the sole owner of AC Pools.
Employment History
Current Registrations
Drive Wealth Advisers
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Crewe Advisors
Crewe CapitalBroker
Stonehaven, LLCBroker
State Registrations1 state
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