Derek Wittjohann
Derek Wittjohann is a CFP-designated registered investment advisor at Premier Path Wealth Partners, LLC, based in Madison, NJ, with 16 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 463 clients with $1.2B 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% |
The maximum annual fee charged for portfolio management will not exceed 1.50%. Fees are negotiable depending on client circumstances and account type.
Fee Estimator
Location
7 Giralda Farms, Suite 190, Madison, NJ, 07940
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Employment History
Current Registrations
Premier Path Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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