Derek Myron
Derek Myron is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in San Diego, CA, with 24 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 547 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centura Wealth Advisory offers investment management services for an annual fee based on the amount of assets managed. This fee can be up to 1.25%. The annual fee is calculated quarterly based on the market value of the assets. For certain client holdings, Centura may negotiate a different fee rate. Assets on the SEI platform that do not utilize investment strategies through SEI Sponsored Programs will be charged Centura's investment advisory fee, as well as a SEI platform fee of 0.05%, collected quarterly.
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2011Customer Dispute
August 2010Employment Separation After Allegations
October 2000Other Business ActivitiesSells Insurance
Derek is a managing member and insurance agent at CCG Insurance Services, LLC, spending about 10-20% of his time reviewing insurance coverages and advising clients. He is also the president of Centura Foundation, a non-profit, and a board member of Patential Holdings, a single-purpose entity focused on intellectual property liquidity, dedicating minimal time to each.
Employment History
Current Registrations
Centura Wealth Advisory
Previous Registrations
Daniel Wealth Advisors
Daniel Wealth Advisors
Centara Capital Management Group, INC.
Financial West Investment Group, INC.
State Registrations3 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.