Damian Dering
Damian Dering is a ChFC-designated registered investment advisor at Concorde Asset Management, LLC, based in El Segundo, CA, with 29 years of industry experience. Damian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,705 clients with $600M 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 | 1.00% |
Total fees typically range from 1% to 2% annually for standard management and up to 2.25% for discretionary UMA programs including platform and manager fees. Fees are negotiable.
Fee Estimator
Location
360 N. Pacific Coast Hwy., Suite 2000, El Segundo, CA, 90245
Get directionsHistory
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
Damian is a CA insurance agent selling fixed insurance products and Medicare since 1997, dedicating about 10-20% of his time to this. He also conducts insurance-related activities through Concorde Insurance Agency and sells life, disability, long-term care, and Medicare insurance, spending a few hours per week on these activities.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Concorde Investment Services, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Eplanning Securities, INC.Broker
Eplanning Advisors INC
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations15 states
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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