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Brigham Ballard

Driven Investments LLC
3 Years of Experience
Lehi, UT
1 Disclosure
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Brigham Ballard is a registered investment advisor at Driven Investments LLC, based in Lehi, UT, with 3 years of industry experience. Brigham 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.

Driven Investments LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,192 clients
Average Client Portfolio
$201K average
Assets Under Management
$239.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.75%
$1M+1.70%

Fees are negotiable based on review frequency, annuity sub-accounts, family relationships, referrals, competitor pricing, and additional assets.

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

Lehi, UT

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History

Regulatory History (1)
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Customer Dispute
March 2026
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Driven Investments LLC
June 2023 - Present · 3 yrs 4 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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