Derek Adnams is a ChFC-designated registered investment advisor at Strategic Advisers LLC, based in Chappaqua, NY, with 23 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
480 Bedford Road, Chappaqua, NY, 10514-1715
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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
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
NFP Securities, INC.Broker
Touchstone Securities, INC.Broker
Nylife Securities LLCBroker
MML Investors Services, INC.Broker
MML Distributors, LLCBroker
MML Distributors, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
American Skandia Marketing, INC.Broker
Pruco Securities CorporationBroker
Prudential Investment Management Services LLCBroker
State Registrations23 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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