Driven Investments provides ongoing portfolio management, selection of third-party investment advisors, and financial planning services to individuals and high-net-worth clients. Driven Investments tailors its investment strategies to each client's specific goals, risk tolerance, and time horizon through a personalized Investment Policy Statement. The firm utilizes fundamental analysis, modern portfolio theory, and technical analysis to manage investments primarily in mutual funds, fixed-income securities, structured notes, equities, and exchange-traded funds. Additionally, Driven Investments offers management for self-directed brokerage accounts within workplace retirement plans. While the firm generally requires no minimum investment to open an account, it retains the right to terminate relationships with accounts it deems too small to manage effectively. Certain representatives of Driven Investments are also licensed insurance agents and may offer commission-based insurance products, creating a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
Fees are negotiable based on review frequency, annuity sub-accounts, family relationships, referrals, competitor pricing, and additional assets.