Derive Wealth LLC offers financial planning services covering cash flow, debt management, education funding, retirement planning, risk management, estate, and tax planning. They also provide ongoing portfolio management services and may engage institutional investment managers. An initial interview is conducted to discuss your situation, goals, and the scope of services. Clients must execute a client agreement before engaging Derive Wealth's services.
Assets Under Management$140M
Clients125
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Derive Wealth assesses fixed fees for financial planning and portfolio management services, starting at $350 per month and up to $5,000 per month, with a one-year minimum initial engagement. Fees are assessed in arrears on a monthly or quarterly basis.
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