DRAKE & ASSOCIATES, LLC
Waukesha, Wisconsin
5.0
30 Reviews
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

81%

% Discretionary

100%
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
Selection of other advisers
Educational seminars/workshops
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