KK
CFP
KK
CFP

Kaige Korth

3 Years of Experience
Lehi, UT

Kaige Korth is a CFP-designated registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 3 years of industry experience. Kaige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,112 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,112 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual advisory fee is up to 2.00% of assets under management. Additional investment manager fees may apply if external or internal portfolio managers are utilized. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

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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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Other Business Activities

Kaige works as an employee and investment adviser representative at Crabb Financial, LLC, providing operational and investment services for 401(k) plans and investment advice for managed accounts. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Drive Wealth Advisers
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - January 2025 · 1 yr 4 mos
Keeler Thomas Management LLC
June 2023 - January 2025 · 1 yr 7 mos
Sagepoint Financial, INC.Broker
June 2023 - September 2023 · 3 mos
State Registrations1 state
UT
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.
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