Derek Hoggett
Derek Hoggett is a registered investment advisor at Investa Asset Management LLC, based in Marlin, TX, with 14 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, Retirement Planning, Tax Planning.
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% |
| $1M+ | 1.00% |
Fees over $1 million are negotiable. Portfolio Management clients receive either discounted or free financial planning services depending upon the level of assets under management.
Fee Estimator
Location
Marlin, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1998Other Business Activities
Derek owns Investa Inc. since 1981, developing investment software, and OZ Software Inc. since 1987, developing websites, dedicating minimal time to each. He also works as a substitute teacher at multiple school districts.
Employment History
Current Registrations
Investa Asset Management LLC
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.