Derek Bough is a registered investment advisor at Portfolio Medics, LLC, based in Carlsbad, CA, with 11 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Carlsbad, CA
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Regulatory History (1)
Financial
March 2016Other Business Activities
Derek works as a rideshare delivery driver, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
The Investment Advisor Alliance LLC
Think Spending, LLC
Think Spending, LLC
Successful Resource Management, LTD.
State Registrations2 states
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.