Derek Ifasi
Derek Ifasi is a registered investment advisor at Retiresharp Wealth Management, LLC, based in Tampa, FL, with 9 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 135 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetireSharp Wealth Management charges a percentage of your portfolio annually. The exact percentage is negotiable based on the size of your account and the work involved. The fee is calculated monthly based on the value of your account at the end of each month.
For accounts using Altruist LLC's Model Marketplace, the fee is up to 1.50% or $5,000 annually, also negotiable. This is separate from Altruist's fees, which range from 0% to 1.00%.
If a sub-adviser is used, their fee is separate, with a maximum of 0.95%.
Location
Tampa, FL
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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 an independent insurance agent at IFASI Financial Group, LLC since 2010, focusing on fixed annuities, life, health, and ancillary insurance. This takes nearly full-time.
Employment History
Current Registrations
Retiresharp Wealth Management, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Ae Wealth Management, LLC
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.