Driven Wealth is a registered investment advisor founded in April 2026 and based in Denver, Colorado. Owned and operated by Alexis Delulio, the firm offers personalized investment management and financial planning services to individuals, high-net-worth clients, and families. Driven Wealth constructs diversified investment portfolios primarily using low-cost index funds and exchange-traded funds, focusing on evidence-based, long-term strategies rather than market timing. In addition to portfolio management, Driven Wealth provides comprehensive financial planning covering areas such as retirement planning, cash flow analysis, tax strategies, employee benefits, equity compensation, college savings, and estate planning support. Clients can engage Driven Wealth for ongoing financial planning, one-time project-based plans, hourly consulting, or standalone investment management. The firm operates as a fee-only advisor, meaning it is compensated solely through direct fees agreed upon with clients and does not accept commissions, referral fees, or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable. Household accounts are aggregated to determine the applicable tier.