Derek Lawson is a CFP-designated registered investment advisor at Priority Financial Partners, based in Durango, CO, with 9 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 84 clients with $100M 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 $750K | 1.40% |
| $750K - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
A minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships. The client fee will not exceed 2% of the client’s assets under management. All fees are negotiable.
Fee Estimator
Location
1309 E. 3rd Ave, Unit 112, Durango, CO, 81301
Get directionsHistory
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.
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Derek is an Assistant Professor at Kansas State University since 2019, teaching CFP Board Core Content classes and conducting research. This takes nearly full-time overall, with about half his time during securities hours.
Employment History
Current Registrations
Priority Financial Partners
State Registrations3 states
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