Lowell Crabb is a CFP-designated registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 16 years of industry experience. Lowell 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
3333 N Digital Drive, #700, Lehi, UT, 84043
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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 ActivitiesSells Insurance
Lowell manages Crabb Financial, LLC, a payroll and holding company for Drive Wealth Management LLC, Drive Insurance Services LLC, and Drive Accounting Services LLC, dedicating about 10-20% of his time. He also manages Drive Accounting Services LLC and Drive Insurance Services LLC, and is a manager of Yama Point, LLC, a private fund that owns a building.
Employment History
Current Registrations
Drive Wealth Advisers
Previous Registrations
Andina Family Offices
Questar Asset Management, INC.
J P Turner & Company Capital Management, LLC
Insphere Securities, INC.
State Registrations2 states
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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