Derek Elleman is a registered investment advisor at Ridge Investment Advisors, based in Brighton, MI, with 6 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees may be negotiated in certain cases. Related client accounts may be grouped together for fee calculation.
Fee Estimator
Location
748 W. Grand River Ave, Suite D, Brighton, MI, 48116
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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 Activities
Since February 2023, Derek is a managing member of Elleman Investment Management, LLC, a DBA for advisory services offered through Redhawk Wealth Advisors, Inc., used for bookkeeping. This takes about 10-20% of his time.
Employment History
Current Registrations
Ridge Investment Advisors
Previous Registrations
Redhawk Wealth Advisors, INC.
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.
Exams
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