Deryk Cherubini
Deryk Cherubini is a registered investment advisor at Safeguard Investment Advisory Group, LLC, based in Corona, CA, with 15 years of industry experience. Deryk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,804 clients with $700M 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 $100K | 2.15% |
| $100K - $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable at the firm's sole discretion. Household accounts may be aggregated to meet breakpoints.
Fee Estimator
Location
4160 Temescal Canyon Road, Suite 307, Corona, CA, 92883
Get directionsHistory
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
Deryk resells collectibles online via Ebay and Mercari, dedicating a few hours per week. Deryk also works as a commissioned sales representative for Dreamstyle Remodeling, spending a few hours per week closing sales on kitchen and bath remodels.
Employment History
Current Registrations
Safeguard Investment Advisory Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLCBroker
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.
Exams
More Advisors
- Ricky RiveraSafeguard Investment Advisory Group, LLC
- Christopher MillerSafeguard Investment Advisory Group, LLC
- Sulaiman Mayel, CFPJ.P. Morgan Securities LLC
- Casey Dettorre, CFPLPL Financial LLC
- Steven Ditch, CFPCetera Investment Advisers LLC
- Randall Francis, CFPPacific Capital