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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,112 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee is up to 2.00% of assets under management. Additional investment manager fees may apply if external or internal portfolio managers are utilized. Fees are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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