Kevin John Derosa
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual portfolio management fee is negotiable and payable monthly in arrears, based on the market value of the account on the last business day of the previous month. Fees are prorated for partial months. Financial planning/consulting fees are also negotiable, with hourly rates ranging from $100 to $300 per hour and flat fees ranging from $500 to $5,000 per agreement. GSS, an affiliate, receives a fee from clients' participation in the Insured Deposit Program at Axos, potentially reducing returns and creating a conflict of interest. Clients can choose alternate cash account options or custodians.
Areas of Practice
Advisor Information
Office location
328 Newman Springs Road, 3rd Floor, Red Bank, NJ, 07701
Get directionsRegulatory History (5)
Customer Dispute
May 2012Regulatory
May 2011Regulatory
April 2010Customer Dispute
April 2009Regulatory
February 2007Other Business ActivitiesSells Insurance
Kevin is co-founder of The Opus Group LLC since 2004 and owner of Garden State Insurance Agency, Inc., dedicating a few hours per week. He is also a managing member of Jackson Rose Venture I, LLC, Jackson Rose Venture II, LLC and Jackson Rose Management, LLC, private funds for purchasing and selling restricted securities, spending about half his time on this investment-related activity.