Advisor at Driven Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jack Holmes is a financial advisor at Driven Investments LLC with one year of industry experience. He previously worked at Michael Sutter Company for three years and has held roles outside the financial industry, including at Wasatch Golf Course. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach with a high client-to-advisor ratio and integrates a range of investment products including mutual funds, ETFs, equities, and structured notes.
Based on Driven Investments LLC
Based on Driven Investments LLC
Negotiated fixed rate for one-time financial planning services; maximum fixed fee up to 2% of investable assets for custom financial planning services.
$1 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.75% $1,000,001 - AND UP: 1.70%
Insurance commissions earned by persons affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
Lehi, UT
Utah
Driven Investments
2024 - Present (2 years)
Michael Sutter Company
2021 - 2024 (3 years)
Unemployed
2018 - 2021 (3 years)
Wasatch Golf Course
2017 - 2018 (1 year)
Student
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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