Derrik Hubbard
Derrik Hubbard is a CFP-designated registered investment advisor at The Stewardship Solution, based in Germantown, TN, with 22 years of industry experience. Derrik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 68 clients with $13M 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 $100K | 1.90% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.55% |
Fees are charged monthly in arrears or in advance, depending on the platform used. In individual cases, TSS has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
Germantown, TN
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2016Judgment / Lien
October 2015Other Business ActivitiesSells Insurance
Derrik works as an insurance agent, selling various insurance products since 2004. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
The Stewardship Solution
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
David S. Reinders, CFP
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
State Registrations3 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.