Derrick Diksa is a registered investment advisor at Bdfs Capital LLC, based in Rehoboth Beach, DE, with 2 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 762 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDFS Capital LLC offers portfolio management services for a negotiated annual flat fee, paid in monthly installments. BDFS may also direct clients to Betterment, Inc. as a third-party advisor, with fees ranging from 0.35% to 1.25% for BDFS and 0.15% to 0.25% for Betterment, depending on the amount you invest.
Location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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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 ActivitiesSells Insurance
Derrick is a representative for BDFS Insurance Services, LLC, selling life insurance products, which takes a few hours per week. He is also the President of The Lewes Collective and Vice-President of Business Network International (BNI) Rehoboth 1 Chapter, both non-investment related networking groups, dedicating minimal time to each.
Employment History
Current Registrations
Bdfs Capital LLC
State Registrations1 state
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