Derrick Caldwell
Derrick Caldwell is a registered investment advisor at Hoyl Wealth Management, LLC, based in Amarillo, TX, with 1 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. Their firm serves 108 clients with $24M 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 | 1.65% |
| $1.0M - $5.0M | 1.45% |
| $5M+ | 1.25% |
Hoyl Wealth Management has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
2620 South Kentucky Street, Amarillo, TX, 79109
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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 ActivitiesSells Insurance
Derrick is the Chief Operating Officer and an insurance agent at Hoyl Financial, LLC, dedicating full-time hours to these roles. He also owns Cornerstone Capital Advisors, LLC, which is used to receive 1099 commissions from Hoyl Wealth Management for tax purposes.
Employment History
Current Registrations
Hoyl Wealth Management, LLC
State Registrations1 state
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