Derik Torres CPA, P.C. is registered as an investment advisor but only acts as a solicitor, referring clients to UBS. Derik Torres CPA, P.C. receives 25% of the advisory fees charged by UBS for any clients successfully referred. Derik Torres CPA, P.C. will continue to operate as a CPA tax practice and will not provide investment advice or manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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