Drew Sweetman
Drew Sweetman is a registered investment advisor at Element Squared Private Wealth, based in Minneapolis, MN, with 18 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 478 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
60 South Sixth Street, Suite 2900, Minneapolis, MN, 55402
Get directionsHistory
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
Drew works as an insurance agent for Element Insurance LLC, focusing on insurance sales and service. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Element Squared Private Wealth
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Thrivent Investment Management INC.Broker
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.