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Derrin Leigh

15 Years of Experience
Pierson, MI

Derrin Leigh is a registered investment advisor at Derrin Leigh LLC, based in Pierson, MI, with 15 years of industry experience. Derrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 110 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
110 clients
Average Client Portfolio
$264K average
Assets Under Management
$29.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.20%
$1M+1.00%

Fees may be negotiable depending on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pierson, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Derrin Leigh LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
SA Advisory LLC
September 2017 - July 2020 · 2 yrs 10 mos
Straight Path Wealth Management
October 2010 - July 2020 · 9 yrs 9 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
Derrin Leigh - Financial Advisor | TrueAdvisor