Derderian Wealth Management offers financial planning and wealth management services. Financial planning includes business analysis, cash flow, charitable giving, education funding, estate planning coordination, tax strategies, insurance needs, investment analysis, and retirement income planning. For ongoing wealth management, Derderian Wealth Management meets with clients quarterly to review their needs, discuss investments, and manage assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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