Derek Jefferson Moffatt

Strategic Financial Concepts, LLC

20 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment Management

Strategic Financial Concepts, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

3,290 clients

Average Client Portfolio

$306K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.00%
$1M+	1.50%

Fees may be negotiable based on individual Client circumstances and the scope of the relationship.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

425 Houston Street Suite 575, Fort Worth, TX, 76102

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Derek spends about half his time as a registered investment advisor through FWPAM (DBA: Moffatt Financial Strategies) and Moffatt Wealth Management, LLC (DBA: Moffatt Wealth Management). He also dedicates minimal time to voice acting and has a loan from a family member.