Todd Derrick is a registered investment advisor at Fuller Investment Management Company, based in Pasadena, CA, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 73 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Advisory fees are negotiable. Institutional Portfolio clients have a different fee schedule: First $5M: 0.90%, Over $5M to $10M: 0.80%, Over $10M to $25M: 0.70%, Greater than $25M: 0.60%
Fee Estimator
Location
135 North Oakland Avenue, Pasadena, CA, 91182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is employed by the Fuller Foundation as a Client Relations Manager since 1998. His time is evenly divided between Fuller Investment Management Company and the Fuller Foundation, meaning this role takes about half of Todd's time.
Employment History
Current Registrations
Fuller Investment Management Company
State Registrations1 state
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