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CFP

Derrick Williams

Creative Planning
8 Years of Experience
Metairie, LA
View SEC Summary
View SEC Summary

Derrick Williams is a CFP-designated registered investment advisor at Creative Planning, based in Metairie, LA, with 8 years of industry experience. Derrick 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 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1165 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3330 W. Esplanade Ave. S., Suite 509, Metairie, LA, 70002

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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.

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Employment History
Current Registrations
Creative Planning
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2021 - February 2022 · 7 mos
U.S. Bancorp Investments, INC.Broker
July 2021 - February 2022 · 7 mos
Morgan StanleyBroker
October 2018 - March 2021 · 2 yrs 5 mos
Morgan Stanley
October 2018 - March 2021 · 2 yrs 5 mos
Securian Financial Services, INC.
September 2017 - June 2018 · 9 mos
Securian Financial Services, INC.Broker
July 2017 - June 2018 · 11 mos
State Registrations3 states
KSLATX
Advisor

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
No exam information available for this advisor.
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