DrivenWealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DrivenWealth, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, estate‑planning services, and retirement plan consulting to high‑net‑worth individuals, corporations, charities and qualified retirement plans. The firm reports managing about $27.1 million for roughly 34 clients and typically requires a $250,000 account minimum (subject to waiver).
DrivenWealth constructs customized portfolios from proprietary model portfolios and seeks discretionary authority to implement trades, employing tactical asset allocation alongside fundamental and technical analysis and modern portfolio theory while rebalancing as needed. The firm unusually relies on third‑party signal providers that deliver the buy/sell signals for its models and may compensate those signal providers from client management fees.
Distinctive operational features include acting as a promotor for third‑party investment advisers for employer retirement plans and sharing a portion of the third‑party adviser’s management fee (disclosed as potentially up to 50%), which creates a notable referral‑based compensation arrangement. The firm also discloses platform support services tied to asset thresholds and offers a six‑month fee reimbursement option for new clients, all of which affect its conflict‑of‑interest profile relative to many independent peers.
Client services
Expertise
Fee options
$1000 per estate plan (negotiable)
$0 - $999,999: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $250,000
Main office
3496 E Lake Lansing Road, Suite 120
East Lansing MI 48823
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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