Dace Dekruif is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Sarasota, FL, with 22 years of industry experience. Dace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Contact
Dace Dekruif
Location
Sarasota, FL
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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.
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Dace is a 1099 employee and financial planner at Blend Financial, Inc. dba Origin Financial. This takes about 10-20% of their time, including during securities trading hours.
Employment History
Current Registrations
Origin Investment Advisory LLC
Silver Strand Financial Planning
Previous Registrations
Ae Wealth Management, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
PNC Investments
PNC InvestmentsBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
PNC InvestmentsBroker
PNC Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
The Huntington Investment CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.