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Derek Scarth

Robertson Stephens
14 Years of Experience
Denver, CO
View SEC Summary
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Derek Scarth is a registered investment advisor at Robertson Stephens, based in Denver, CO, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B in assets under management.

Robertson Stephens
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
2,295 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$8.8B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.

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

1741 N High Street, Denver, CO, 80218

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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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Other Business Activities

Derek is an investor and member of Ranger Reality Partners LLC, a real estate venture, since 1999, dedicating minimal time. He also serves as a trustee for Regis University since 2013, spending minimal time and is a member of the Investment Committee.

Employment History
Current Registrations
Robertson Stephens
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Ratio Wealth Group LLC
December 2019 - August 2024 · 4 yrs 8 mos
MML Investors Services, LLC
January 2015 - December 2019 · 4 yrs 11 mos
MML Investors Services, LLCBroker
January 2015 - December 2019 · 4 yrs 11 mos
Northwestern Mutual Investment Services,llc
April 2013 - December 2014 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2013 - December 2014 · 1 yr 10 mos
Inspire Capital Partners LLC
June 2011 - June 2012 · 1 yr
State Registrations1 state
CO
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.
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