Deron Mccoy
Deron Mccoy is a CFA, CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Pacific Palisades, CA, with 30 years of industry experience. Deron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 10,357 clients with $8.9B 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 | 2.00% |
Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
Pacific Palisades, CA
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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
Deron is the CIO of SEIA LLC, dedicating full-time hours to RIA sales and service. He is also an Investment Advisor Representative for Investate Wealth Management, a DBA for investment advisory activities through Axxccess Wealth, which is a full-time position.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Signature Estate Securities, LLCBroker
Osaic Wealth, INC.Broker
Signature Intelligent Portfolios, LLC
Signature Investment Advisors, LLC
Seia
Seia
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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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