Derrick Lowery is a CFP-designated registered investment advisor at Brookwood Wealth Advisors, LLC, based in Cartersville, GA, with 19 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, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $14M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.65% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Location
Cartersville, GA
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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 →Other Business Activities
Derrick is a budget committee member at Trinity Baptist Church in Cartersville, GA, since 2015. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Brookwood Wealth Advisors, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
J.P. Turner & Company, L.L.C.Broker
TD Waterhouse Investor Services, INC.Broker
Vtr Capital, INC.Broker
Chatfield Dean & CO., INC.Broker
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.