Derek Miser
Derek Miser is a registered investment advisor at Miser Asset Management, based in Knoxville, TN, with 15 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 42 clients with $31M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
Miser Asset Management may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
12802 Kingston Pike, Suite 102, Knoxville, TN, 37934
Get directionsHistory
Regulatory History (1)
Regulatory
January 2023Other Business ActivitiesSells Insurance
Derek is involved in several non-investment-related businesses. He spends about 10-20% of his time on life, accident, and health insurance through Miser Wealth Partners, minimal time on tax planning and services through Miser Tax Advisory Services, and no time on event equipment rentals through Miser Media.
Employment History
Current Registrations
Miser Asset Management
Previous Registrations
Alphastar Capital Management, LLC
Belpointe Asset Management LLC
Dauble+worthington Equity Portfolios
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Dauble+worthington Equity Portfolios
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.