Derrick Chandler is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 17 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 888 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
MFT may negotiate the fee schedule to be higher or lower than the amounts described above based upon the complexity of client’s situation including complications or impracticalities resulting from client’s use of a custodian not recommended by MFT.
Fee Estimator
Location
200 S Orange Ave, Suite 2025, Orlando, FL, 32801
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Regulatory History
No 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 →Employment History
Current Registrations
Moisand Fitzgerald Tamayo, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Derrick is an active member of the Central Florida chapter of Financial Planning Association where he has participated on the “Financial Planning Hotline” for several years. His planning advice has been featured often in theOrlando Sentinel’s“Ask an Expert” column.Derrick earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.