Derrick Johnson
Derrick Johnson is a registered investment advisor at Benowitz Wealth Management, based in Altamonte Springs, FL, with 2 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
Altamonte Springs, FL
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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
Derrick is the CEO of FRS Information, a marketing company, dedicating a few hours per week. He also works as a Customer Support Analyst for Amplify.
Employment History
Current Registrations
Benowitz Wealth Management
Previous Registrations
Simplicity Wealth
State Registrations1 state
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