Assets Under Management

$2.2B

Number of Clients

1,384

Number of Advisors

15

Average Client AUM

$1.6M

AUM per Advisor

$145.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Drive Wealth Advisers provides personalized investment advisory services including portfolio management, sub-adviser recommendations, financial planning, pension consulting, general consulting, and family office services. Advice is tailored to client needs and objectives. They may use external investment managers.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

15 Advisors at this firm