Brendan Drake
Brendan Drake is a registered investment advisor at Van Hulzen Financial Advisors, based in El Dorado Hills, CA, with 14 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 1,499 clients with $2.1B 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 | 1.50% |
Maximum fee is 1.50% for wealth management, equity, fixed income, and ERISA services, and 1.75% for asset allocation and model portfolios. Fees are negotiable based on account size and scope of services.
Fee Estimator
Location
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA, 95762
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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 →Employment History
Current Registrations
Van Hulzen Financial Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Scf Securities, INC.Broker
Nylife Securities LLCBroker
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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