Drake & Associates, LLC, headquartered in Waukesha, WI, is a reputable investment advisory firm catering to a diverse client base. With over 700 individual clients and $227,172,000 in assets under management, they possess a solid track record in the financial industry. Drake & Associates, LLC operates from two strategically located offices, enabling them to serve clients efficiently and effectively.
The firm specializes in managing employer 401K plans and individual investments, with over 80% of their assets under management falling into these categories. Drake & Associates, LLC boasts an impressive level of expertise in handling...
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Assets Under Mgmt
$227.17M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.