Assets Under Management
$168.6M
Number of Clients
1,152
Number of Advisors
6
Average Client AUM
$146K
AUM per Advisor
$28.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Driven Investments LLC provides ongoing portfolio management services based on clients' goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, tax concerns, retirement planning, college planning, and debt/credit planning. Driven may direct clients to third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
Fees are negotiable depending on client specific situation.
ID, United States