Let's Have An Honest Conversation
Derive Wealth is on your side. We do so by operating as a fee-only, commission-free, advice driven firm headquartered in Pasadena, CA. Our clientele keeps busy, either becoming experts in their field or enjoying retirement.
At the core of what we do, we can help you by:
Organize - Determine where you financially stand today.
Prioritize - Discussing your financial goals.
Plan - Create a roadmap to get there.
Are We a Good Fit For You?
Our rule is we want to work with good people. No account minimums or net worth requirements. We want to surround ourselves with people who genuinely are looking to enhance and become more efficient with their finances.
You may currently find yourself in one of three categories below looking for help:
1. You already have an Advisor but looking for a second opinion.
2. You manage your own investments, but don't know what you don't know.
3. Life is getting complicated, and you need advice.
If any of these are in the ballpark, we should meet.
How Much Does It Cost?
The first step is to get to know each other. It starts with an initial complimentary good fit meeting. Ground rules are established and we discuss the scope of work involved. Our fees are designed in the following structure:
Financial Planning Fee - Monthly retainer fee for comprehensive planning.
Investment Management Fee - Flat fee based on the number of accounts you have.
For more details, visit our pricing page.
Ready to get started? Schedule a 45-minute initial complimentary consultation below. We promise there will be no pitch or selling. Just listening and good conversation.