Derrell Crimm is a CFP-designated registered investment advisor at Walton Financial, based in Birmingham, AL, with 24 years of industry experience. Derrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 256 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset management fees generally range between 0.10% and 1.5%. Specific fees and fee structures are outlined in client agreements and vary by program.
Fee Estimator
Location
1800 International Park Drive, Suite 10, Birmingham, AL, 35243
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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 ActivitiesSells Insurance
Derrell is an insurance agent selling fixed and health insurance products, dedicating minimal time to these activities. He also owns AC Financial Partners, LLC, which serves as an operating company for his securities and investment advisory business, taking up all of his time.
Employment History
Current Registrations
Walton Financial
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pfpc Distributors, 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.
Exams
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