Driven Investments provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Driven also offers financial planning services, including investment planning, tax concerns, retirement planning, college planning, and debt/credit planning. Driven also offers access to Self-Directed Brokerage Accounts within workplace retirement plans.
Assets Under Management$240M
Clients1,192
Advisors8
Avg. per Client$200K
Avg. per Advisor$30M
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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