Derek Stiles
Derek Stiles is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 27 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B 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 $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
7965 North High Street, Suite 150, Columbus, OH, 43235
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Derek is an independent insurance agent selling fixed insurance products since 2010, dedicating full-time hours. He is also a partner in Common Ground Properties LLC, managing rental properties, which takes minimal time, and owns Stiles Wealth Management Group, a marketing entity for his financial services business, also full-time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Ing Financial Partners, INC
Nelson Financial Group, INC.
Ing Financial Partners, INC.Broker
Franklin Financial Services CorporationBroker
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.
Exams
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