Derek Robertson
Derek Robertson is a registered investment advisor at Integrated Investment Strategies,inc., based in Carmel, IN, with 29 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 103 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Investment Strategies (IIS) offers two investment management packages:
Integrated Package: Fees are based on a percentage of your portfolio's value.
- $0 to $250,000: 2.50% per year
- $250,001 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $2,000,000: 1.00% per year
- $2,000,001 to $4,000,000: 0.50% per year
- Over $4,000,001: 0.25% per year
Investment Package:
- New Client Account Setup Fee: $750
- Under $500,000: 0.50% per year
- $500,000 to $1,000,000: 0.40% per year
- Over $1,000,000: 0.35% per year
Discounts and group rates may be available.
Location
600 East Carmel Drive, Suite 110, Carmel, IN, 46032
Get directionsHistory
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 ActivitiesSells Insurance
Derek is a registered investment advisor with Integrated Investment Strategies, Inc. and Securities America Advisors, spending about half his time advising clients on investments. He also provides insurance advice to clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Integrated Investment Strategies,inc.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Integrated Investment Strategies,inc.
Aurora SecuritiesBroker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Aurora SecuritiesBroker
Integrated Investment Strategies,inc.
Royal Alliance Associates, INC.Broker
Ffp Securities, INC.Broker
State Registrations1 state
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.