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.
Sadie Sanches is a financial advisor at Driven Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Paragon Wealth Management and Utah Valley Dental Lab. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach with a high client-to-advisor ratio and integrates complex products such as structured notes and buffer ETFs.
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 LLC
2025 - Present (1 year)
Paragon Wealth Management
2023 - 2025 (2 years)
Utah Valley Dental Lab
2021 - 2023 (2 years)
Costa Vida
2018 - 2021 (3 years)
Student
2014 - 2018 (4 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
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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