Barbara Derusha
Barbara Derusha is a registered investment advisor at Westpark Wealth Advisors, INC., based in McDade, TX, with 16 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 776 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.
Fee Estimator
Location
McDade, TX
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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 Activities
Barbara is a partner at Compass Retirement Planning, selling securities and products offered through Calton & Associates, dedicating full-time hours to this role. She is also an agent at Westpark Wealth Advisors, offering products and services, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.