Greg Derderian is a registered investment advisor at Capitalwize, LLC, based in Charlotte, NC, with 12 years of industry experience. Greg 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 101 clients with $270K 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 - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees for accounts of $1,000,000 and above are negotiable. The fee includes a 0.20% Betterment platform fee.
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
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
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