Derek Jones is a registered investment advisor at The Institute, based in Austin, TX, with 18 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. Their firm serves 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
401 Congress Avenue, Suite 1540, Austin, TX, 78701
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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.
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Derek is the principal of BCA Diesel Fuel Masters, LLC, involved in fuel reclamation, dedicating a few hours per week. He is also the principal of BUIS Capital Advisors, LLC, a business consulting firm, spending minimal time on it.
Employment History
Current Registrations
The Institute
Previous Registrations
Institute for Wealth Advisors, INC.
Sowell Management Services
Dinosaur Financial Group, L.L.CBroker
Concert Wealth Management
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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