Drew Saia is a CFP-designated registered investment advisor at Fund Direct Advisors INC., based in Greensboro, NC, with 6 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $590M 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 | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Location
201 State Street, Greensboro, NC, 27408
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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
Drew is the founder and partner of Integrated Tax Solutions, a tax solutions company, since 2023. Drew spends approximately 60 hours per month on this activity, with 40 of those hours occurring outside of trading hours.
Employment History
Current Registrations
Fund Direct Advisors INC.
Previous Registrations
Beacon Pointe Advisors, LLC
Dmj Wealth Advisors, LLC
State Registrations1 state
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