Derek Chow is a registered investment advisor at Strategic Advisers LLC, based in Boulder, CO, with 30 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Boulder, CO
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Foreside Fund Services, LLCBroker
Xms Capital Partners, LLCBroker
Foreside Funds Distributors LLCBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Quasar Distributors, LLCBroker
Pacific Cornerstone Capital IncorporatedBroker
Capital Solutions Distributors, LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
John Nuveen & CO., IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations13 states
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.