Drive Wealth Advisers offers personalized investment advisory and wealth management services to individuals, families, businesses, trusts, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, general consulting, pension consulting, and comprehensive family office services. Drive Wealth Advisers tailors asset allocation strategies to each client's specific goals, risk tolerance, and time horizon. Investment management can be handled internally or through recommendations of external managers who specialize in traditional assets or alternative strategies like private equity and hedge funds. In addition to investment management, Drive Wealth Advisers assists clients with cash flow analysis, retirement planning, education funding, estate planning, and tax strategies. The firm is affiliated with Drive Insurance Services for insurance products and Drive Accounting Services for bookkeeping. Drive Wealth Advisers operates as a registered investment adviser based in Lehi, Utah, managing billions in client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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.