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Armin Drake

8 Years of Experience
Lafayette, CA

Armin Drake is a registered investment advisor at Corvec Investment Partners, LLC, based in Lafayette, CA, with 8 years of industry experience. Armin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $18M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$18.0M average
Assets Under Management
$18.0M

Fee Structure

Investment management only (planning not offered)

Corvec Investment Partners manages a private investment fund and receives a portion of the fund's net income above a 6% hurdle rate. This performance allocation is generally 25% and is calculated at the end of each calendar year.

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Location

Lafayette, CA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Corvec Investment Partners, LLC
May 2017 - Present · 9 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Armin Drake - Financial Advisor | TrueAdvisor