Derek Scarth is a registered investment advisor at Robertson Stephens, based in Denver, CO, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
1741 N High Street, Denver, CO, 80218
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is an investor and member of Ranger Reality Partners LLC, a real estate venture, since 1999, dedicating minimal time. He also serves as a trustee for Regis University since 2013, spending minimal time and is a member of the Investment Committee.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Ratio Wealth Group LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Inspire Capital Partners LLC
State Registrations1 state
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