Derek Doo
Derek Doo is a registered investment advisor at Private Client Services, LLC, based in Portsmouth, RI, with 24 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
35 Dyer Street, Portsmouth, RI, 02871
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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 the owner and financial planner at Wealthcare Investment Partners. He spends about 10-20% of his time reviewing and recommending life insurance and full-time providing financial planning and advisory services to individuals and businesses.
Employment History
Current Registrations
Private Client Services, LLCBroker
Wealthcare Investment Partners LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations13 states
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