Drew Gill is a ChFC-designated registered investment advisor at Enza Financial, LLC, based in Independence, OH, with 6 years of industry experience. Drew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 198 clients with $190M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Family account values may be combined to determine breakpoints.
Fee Estimator
Location
6450 Rockside Woods Blvd S, Suite 150, Independence, OH, 44131
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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
Enza Financial, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Golden Reserve Retirement, LLC
Investment Distributors, INC.Broker
Concourse Financial Group Securities, INC.Broker
PFS Investments INC.Broker
AXA Advisors, 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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