Derastone LLC, operating as Wealth Habits, provides investment management through separately managed accounts and financial planning services. Investment advice covers stocks, ETFs, bonds, currencies, and options. Financial planning helps clients set long-term goals through investments, tax planning, and retirement planning. Clients have the responsibility to implement financial planning recommendations.
Fee Structure
Wealth Habits manages investment portfolios for clients, charging a fee based on the value of your portfolio. The annual fee will not exceed 2.00% of the value of your portfolio. Fees can be charged daily, monthly, or quarterly. The firm may use a single percentage, a blended fee based on different portfolio value ranges, or a flat dollar amount. Fees are negotiable. For example, a $12,000,000 portfolio may be charged $85,062.50 annually.