Derek Sanders
Derek Sanders is a registered investment advisor at Forum Private Client Group, based in Fishers, IN, with 2 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 635 clients with $400M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees negotiable above $2,500,001. The total managed account fee will include FORUM’s tiered fee, plus a model manager and platform fee if a sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
11313 Usa Parkway, Fishers, IN, 46037-0000
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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
Derek owns and manages various rental properties since 2022. This activity is not investment-related.
Employment History
Current Registrations
Forum Private Client Group
State Registrations1 state
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