Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Advisor Information
Office location
2250 Hickory Road, Suite 400, Plymouth Meeting, PA, 19462
Get directionsRegulatory 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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Derek works as a consultant for Guidepoint, Third Bridge, and GLG Resources, spending minimal time on each. He is also the CEO of Towering Insights, LLC, provides investment advisory services for REALTA INVESTMENT ADVISORS, INC., and is a Senior Managing Director at Gladstone Associates, LLC, each taking a full-time commitment.