Derrick Dees is a registered investment advisor at The Clarus Group, based in Houston, TX, with 21 years of industry experience. Derrick 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 613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Clarus Group's investment advisory fees range from 0.50% to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The total blended fee, including The Clarus Group’s fee and any independent manager’s fee, will not exceed 2.50% annually.
Location
520 Post Oak Blvd., Suite 750, Houston, TX, 77027
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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
Derrick is involved in several businesses, including Amarillo Hills LLC, China Grove Cattle LLC, Dees Properties LLC, Rocking 6 Cattle Company, and Rocking 6 Construction LLC, primarily focused on real estate and agriculture. Derrick also works for The Clarus Insurance Group, LLC selling insurance products.
Employment History
Current Registrations
The Clarus Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
Wells Fargo Advisors, LLCBroker
Woodmen Financial Services, INC.Broker
State Registrations1 state
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