Derek Liberti is a registered investment advisor at Wealth Effects, based in Boston, MA. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 602 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Effects charges a fee based on the value of your portfolio, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Wealth Effects. Fees are paid monthly, in advance. The firm may also recommend insurance products, from which they earn commissions.
Location
265 Franklin Street, Suite 1702, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Effects
State Registrations1 state
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