Lynn Gilbert is a registered investment advisor at Drive Wealth Advisers, based in Sandy, UT, with 17 years of industry experience. Lynn 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
9957 South Jordan Gateway, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lynn is of counsel at Gilbert & Stewart, CPA, working as a tax preparer, dedicating a few hours per week. Lynn is also the CEO of E. Excel USA, LLC, a dietary supplement company, taking about half of her time.
Employment History
Current Registrations
Drive Wealth Advisers
Previous Registrations
Magellan Capital LLC
Knox Capital Advisors, LLC
Knox Capital Advisors, LLC
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.