Shahen Derderian
Shahen Derderian is a registered investment advisor at Derderian Wealth Management, LLC, based in Los Angeles, CA, with 15 years of industry experience. Shahen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
10940 Wilshire Blvd., #1600, Los Angeles, CA, 90024
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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.
Learn about disclosures →Other Business Activities
Shahen is the owner of Derderian & Co accounting firm since 2000, providing tax advice to high net worth individuals. This takes about 10-20% of his time overall, and minimal time during trading hours.
Employment History
Current Registrations
Derderian Wealth Management, LLC
Previous Registrations
Derderian Wealth Management, LLC
Derderian Wealth Management, LLC
State Registrations1 state
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