Derrick Barger is a CFP-designated registered investment advisor at Equity Wealth Partners, LLC, based in Topeka, KS, with 7 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 939 clients with $260M 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% |
Wealth management fees generally range from 0.35% to 1.50% annually depending on complexity and total assets. Fees are negotiable at the firm's discretion. Households with less than $60,000 in assets are subject to a minimum annual fee of $480.
Fee Estimator
Location
3635 SW Fairlawn Rd., Ste. 3, Topeka, KS, 66614
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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 →Employment History
Current Registrations
Equity Wealth Partners, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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