Brenton Ripley is a registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 25 years of industry experience. Brenton 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 (1)
Customer Dispute
March 2004Other Business Activities
Brenton is an attorney at law and sole owner of Jamestown Law Group, Inc., spending about 10-20% of his time there. He is also a member manager of Courtyard Office Suites, LLC and President/sole owner of Red Rock Management Company, Inc., dedicating a few hours per week to each. Brenton also works nearly full-time as an IAR for Drive Wealth Advisers.
Employment History
Current Registrations
Drive Wealth Advisers
Previous Registrations
Premier Capital Management INC
Foresight Wealth Management, LLC
Jamestown Wealth Management LLC
Sego Capital Management LLC
Jamestown Wealth Management LLC
Jamestown Capital Group LLC
Premier Capital Management INC
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.