Ivanna Velazco is a registered investment advisor at Driven Investments LLC, based in Lehi, UT. Ivanna 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.
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Learn about disclosures →Employment History
Current Registrations
Driven Investments LLC
State Registrations1 state
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