Derek Ghia is a CFP-designated registered investment advisor at Lifeworks Advisors, LLC, based in Franklin, TN, with 17 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, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
Franklin, TN
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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 an insurance producer since 2018, focusing on fixed insurance consultation and sales. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Greensview Wealth Management
Greensview Wealth Management
FsicBroker
United Advisors Services, LLC
Morningstar Investment Services LLC
Morningstar Investment Services LLCBroker
New England SecuritiesBroker
State Registrations1 state
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
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