Derek Adnams is a ChFC-designated registered investment advisor at Strategic Advisers LLC, based in Chappaqua, NY, with 22 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
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 Registrations20 states
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