Derek Hartman is a CFP-designated registered investment advisor at Global Financial Private Client, based in Sarasota, FL, with 8 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 141 clients with $670M 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 | 2.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable. Minimum account size of $2,000,000 may be reduced or waived at the firm's discretion.
Fee Estimator
Location
6000 Cattleridge Drive, Suite 200, Sarasota, FL, 34232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Financial Private Client
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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