| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
425 Houston Street Suite 575, Fort Worth, TX, 76102
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Derek spends about half his time as a registered investment advisor through FWPAM (DBA: Moffatt Financial Strategies) and Moffatt Wealth Management, LLC (DBA: Moffatt Wealth Management). He also dedicates minimal time to voice acting and has a loan from a family member.