Derek Stross is a PFS-designated registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 3 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 490 clients with $570M 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 | 1.50% |
CORE Wealth Advisors may, at their discretion, make exceptions to the standard fee or negotiate special fee arrangements where they deem appropriate.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek owns Derek Stross CPA LLC, a public accounting firm providing tax preparation services, dedicating about 20 hours per month from January to April and minimal time from May to December. He is also a high school JV soccer head coach and works for CORE Wealth Accountants, LLC, a tax preparation and consulting firm, dedicating about half his time.
Employment History
Current Registrations
Core Wealth Advisors, INC.
State Registrations1 state
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