Investment Portfolios
We Create The Foundation For You To Invest Confidently
Our approach to investing is simple: invest based on the timing of your goals.
How We Build Portfolios
Investment Strategy
We build portfolios using our core and explore strategy
Optimized Allocation
We use the results from your financial plan to build your portfolio
Institutional Access
Both public and private markets are available
Open Architecture
Invest using any platform you are comfortable with
Investment Strategy
Core & Explore Asset Allocation
Our core and explore approach is designed to capture market returns efficiently while adding in specific sectors to expedite growth or enhance preservation.
Optimized Allocation
Control Risk Based on Timing
We build and align portfolios based on the timing of your withdrawals. Using the results of your financial plan, we align each account with the appropriate risk level.
Institutional Access
Access Public and Private Markets
Diversify your investments across both public and private markets*. Spread out your investment risk based on your comfort level.
*available to accredited investors.
Open Architecture
Choose Any Platform You Like
We do not require you to transfer or move your investments to work with us. We can manage your investments using our custodian or feel free to keep your accounts where you like.
One Flat Fee
Our Investment & Financial Planning Advice Is Wrapped Into One Flat Fee
Coordinated Pricing
We provide financial planning and investment advice for one simple flat fee
No percentage Fees
Understand the fees you pay. Our flat fees do not increase with your account value
Three Pricing Tiers
Select the pricing level that fits the complexity of your situation
Start Investing Today
Schedule Appointment
Schedule your introduction meeting and learn more about our investment approach
FAQ’s
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Derive Wealth does not hold any of your money directly. We have selected a third party custodian, TD Ameritrade Institutional and Charles Schwab Institutional, as the company responsible for securely holding your investments.
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We can! However it is not mandatory. We can take control of your investments and be in charge of trading, rebalancing, reporting, etc. Or if more comfortable, you can remain in control and we will provide advice for you to implement.
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Derive Wealth charges a single fee that covers both your financial planning and investment advice. The fees we charged are based on the complexity of your financial plan and investment strategy. However, you are responsible for any transaction costs charged by TD Ameritrade Institutional or Charles Schwab Institutional for trading.
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Unfortunately we do not offer stand alone investing. Our investment strategies are driven by taking a holistic view of your financial picture, and we need a thorough understanding of your financial plan in order to customize portfolios.
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Common practice is for financial advisor's to charge a percentage fee based on the value of your account. Typically the fee starts at 1% per year. This means your fees may go up just due to your account balance increasing. Under this method, you are charged more for saving, rolling over your retirement accounts, selling your home and investing the proceeds, or simply the stock market increasing in value.