Derek Deguire
Derek Deguire is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Nashville, TN, with 26 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
1605 21st Ave S, Nashville, TN, 37212
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2010Customer Dispute
June 2004Customer Dispute
January 2001Other Business Activities
Derek owns rental property and resells it after renovations. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
State Registrations29 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
More Advisors
- Todd Matthews, CFPTruist Advisory Services, INC.
- John ClinardTruist Advisory Services, INC.
- Jeremy CollinsTruist Advisory Services, INC.
- Earnest Smith, CFPTruist Advisory Services, INC.
- Regan Flaherty, CFPProathlete Wealth Management LLC
- Kyle Mcfarland, CFPThe Burney Company