Derrick Dehaan is a registered investment advisor at Spc, based in Orange City, IA, with 19 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
219 Central Avenue Se, Orange City, IA, 51041
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Derrick is the owner, chairman, president, secretary, and treasurer of Cornerstone Financial Advisors, dedicating nearly full-time hours to offering financial services. He is also an agent for life, accident, and health insurance, treasurer of Cornerstone Realty LLC (owned by his spouse), treasurer of H&L Farms LLC, and a notary public.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations12 states
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