Derek Gray is a CFP-designated registered investment advisor at Curran Wealth Management, based in Albany, NY, with 20 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 363 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIM, LLC charges an annual fee for investment management based on a percentage of the assets they manage. This fee typically ranges from 0.5% to 1.00%, depending on the size and nature of your account. The exact percentage is agreed upon before you sign an agreement. There is a minimum account size of $100,000 for non-institutional clients and a minimum annual fee of $2,500. All fees are negotiable.
Location
30 S. Pearl Street, 9th Floor, Albany, NY, 12207
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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.
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Derek owns a rental property on Dunsbach Rd in Clifton Park, NY, which he rents to residential tenants. He devotes minimal time to this non-investment related activity, typically none during trading hours.
Employment History
Current Registrations
Curran Wealth Management
Cimas, LLCBroker
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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.