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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 586 clients with $700M 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% |
Standard annual fee of 1.50% of assets under management. Fees may be negotiated or exceptions made at the firm's discretion.
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.
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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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
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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