Derrick Palmer
Derrick Palmer is a CFP-designated registered investment advisor at Journey Financial Management, LLC, based in Bowling Green, KY, with 11 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 77 clients with $58M 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 $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees are negotiable. Schedule applies to standalone investment supervisory services. Comprehensive financial planning includes investment management with a separate tiered schedule starting at 1.00% and a $3,000 minimum annual retainer.
Fee Estimator
Location
701 Dishman Ln, Suite 2, Bowling Green, KY, 42104
Get directionsHistory
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 →Employment History
Current Registrations
Journey Financial Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Richard Fontenot, CFPJourney Financial Management, LLC
- Andrew Head, CFPJourney Financial Management, LLC
- William Borders, CFPWealth Enhancement Advisory Services, LLC
- Lewis Mason, CFPWealth Enhancement Advisory Services, LLC
- Jacob Harper, CFPEdward Jones
- Chris Brown, CFPXypn Sapphire