Greg Derderian is a registered investment advisor at Capitalwize, LLC, based in Charlotte, NC, with 11 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 45 clients with $1.4M 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 $250K | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
1422 S Tryon Street, Ste 300, Charlotte, NC, 28203
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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
Greg works as a senior recruiter for Talent Retriever LLC, a talent acquisition firm. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Capitalwize, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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