Derek Rackley is a registered investment advisor at Loftin Wealth Partners, based in Johns Creek, GA, with 3 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 363 clients with $290M 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 $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
6470 E Johns Crossing, Suite 230, Johns Creek, GA, 30097
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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 Activities
Derek owns Amrack Fitness, though his wife runs the daily business. He also works as a sports media host and analyst for the Atlanta Falcons (about 10% of his time) and provides on-air game analysis for Westwood One Sports Radio on weekends.
Employment History
Current Registrations
Loftin Wealth Partners
Previous Registrations
Morgan Stanley
State Registrations1 state
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