Derivaty Co. provides ongoing portfolio management services, usually through agreements with other investment advisory firms. Derivaty aims to make investment decisions that are in the best interest of its clients. Derivaty will tailor a program for each subadvisory client, which may include model allocations and specific recommendations based on the client's needs and restrictions.
Assets Under Management$30M
Clients3
Advisors2
Avg. per Client$10M
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Derivaty Co. acts as a subadviser to other advisory firms and receives a share of the fees those firms collect from their clients. The fees are negotiable.
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