Derek Spencer is a registered investment advisor at Ellsworth Advisors, LLC, based in Hudson, OH, with 2 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B 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 | 1.00% |
Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.
Fee Estimator
Location
1764 Georgetown Road, Hudson, OH, 44236
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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 →Employment History
Current Registrations
Ellsworth Advisors, LLC
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
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.