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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 588 clients with $1.2B 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 | 1.25% |
Annual management fee is up to 1.25% of assets under management. Fees may be negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
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.
Exams
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