Justin Dering
Justin Dering is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Edina, MN, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
200 Southdale Ctr, Edina, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Justin is a partner in Peak Design Lifecycle Partnership, an entity facilitating a buy/sell agreement funded by a life insurance policy, but has no duties. He is also a limited partner and passive investor in Midtown Apartments, LLC, a real estate partnership.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations2 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.