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Derik Antony

1 Year of Experience
Jebel Ali Village

Derik Antony is a registered investment advisor at Hoxton Wealth USA LLC, based in Jebel Ali Village, with 1 years of industry experience. Derik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 920 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
920 clients
Average Client Portfolio
$511K average
Assets Under Management
$470.0M

Fee Structure

Minimum Investment:$25K

Hoxton Wealth charges a fee for managing your investments. The fee is up to 1.75% per year, depending on the amount you invest, the attention required, and the work involved. This fee is billed monthly or quarterly. There is also a one-time onboarding fee for new international investment management clients, ranging from $500 to $1000, to cover account setup and administrative costs.

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Location

Jebel Ali Village

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Derik works as an Investment Analyst for Hoxton Capital Management FZE in Dubai, managing investments, funds, and portfolios. This takes about a quarter of his time, with approximately 80% of his professional time spent on this activity.

Employment History
Current Registrations
Hoxton Wealth USA LLC
July 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.