Joshua Weir is a registered investment advisor at Driven Investments LLC, based in Lehi, UT, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,192 clients with $240M 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 $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
Fees are negotiable based on review frequency, annuity sub-accounts, family relationships, referrals, competitor pricing, and additional assets.
Fee Estimator
Location
Lehi, UT
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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
Driven Investments LLC
Previous Registrations
Brooklight Place Securities, INC.Broker
Interactive Financial Advisors
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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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