Derek Tuz is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Denver, CO, with 26 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7979 E Tufts Ave, # 1575, Denver, CO, 80237
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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 ActivitiesSells Insurance
Derek is an insurance agent with AEG's Financial Partners, offering fixed annuities, health savings accounts, and traditional life insurance since 2017, dedicating a few hours per week. He also owns Aegis FP Services, LLC, created to manage business expenses, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Jackson National Life Distributors, INC.Broker
Janus Distributors, INC.Broker
State Registrations20 states
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