Derek Sinani is a registered investment advisor at Ironwood Wealth Advisors, LLC, based in Scottsdale, AZ, with 24 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 113 clients with $86M 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 | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Fees are determined based on each account size. Therefore, clients with multiple accounts will pay a fee based on each account value. Consequently, depending on the account size, each account will be charged a different fee. IWA does not aggregate all accounts together to determine the fee.
Fee Estimator
Location
7047 E. Greenway Pkwy, Suite 250, Scottsdale, AZ, 85254
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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 →Other Business Activities
Derek is associated with DDBL LLC, which is not investment related and has never been utilized, but remains active with the Arizona Corporation Commission. He spends minimal time on this activity.
Employment History
Current Registrations
Ironwood Wealth Advisors, LLC
Previous Registrations
Fsc Securities Corporation
Ironwood Asset Management, LLC
Fsc Securities Corporation
Cue
State Registrations2 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.