Derrin Leigh LLC offers investment advisory services and financial planning. The firm diversifies client assets primarily among exchange traded funds (ETFs), individual securities with exposure to U.S. and foreign markets, and mutual funds. Investment decisions are based on fundamental and technical analysis, considering individual investment objectives. The firm manages client accounts on a discretionary basis.
Assets Under Management$29M
Clients110
Advisors1
Avg. per Client$260K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees may be negotiable depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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