DG
CFA
DG
CFA

Derek Ryan Gage

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,479 clients
Average Client Portfolio
$850K average
Assets Under Management
$2.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1000K1.10%
$1.0M - $1.5M0.95%
$1.5M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.65%
$4.0M - $5.0M0.55%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.35%
$50.0M - $100.0M0.30%
$100M+0.30%

Fees are potentially negotiable and may vary from client to client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3708 W Swann Avenue, 102, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Derek works as an Investment Analyst (Non-producer) for Sutton Wealth Advisors, dedicating full-time hours to this role. His responsibilities include processing client trades, performing due diligence and research, preparing portfolio analysis and presentations, and participating in the firm's Investment Management Committee.

Employment History
Current Registrations
Cornerstone Wealth
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - December 2023 · 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.