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About DERDERIAN WEALTH MANAGEMENT, LLC
DERDERIAN WEALTH MANAGEMENT, LLC is a reputable financial firm that provides expert advice and services to its clients. With years of experience in the industry, the firm has established itself as a trusted source for financial guidance and management. While the firm’s team of advisors are highly knowledgeable and experienced, they do not identify themselves as financial experts, as it is important for them to remain humble and focused on providing the best possible solutions for their clients.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and management services
- Established and reputable firm with years of experience
- Team of knowledgeable and experienced advisors
Facts and Insights:
DERDERIAN WEALTH MANAGEMENT, LLC has been in business for over 10 years, serving a diverse client base with a range of financial needs. The firm has gained a reputation for providing personalized and comprehensive financial solutions to its clients, helping them achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered:
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Services
- Wealth Management
Client Types:
DERDERIAN WEALTH MANAGEMENT, LLC caters to a variety of clients, including individuals, families, and businesses of different sizes. The firm’s advisors work closely with each client to understand their unique financial goals and develop a personalized strategy to help them achieve these goals.
Fees & Compensation:
As a fee-only firm, DERDERIAN WEALTH MANAGEMENT, LLC charges its clients a percentage of their assets under management as an advisory fee. This fee structure ensures that the firm’s interests are aligned with those of its clients, as they only make money when their clients’ investments perform well. This also means that the firm does not receive any commission for recommending specific financial products, eliminating potential conflicts of interest.
Background:
Founder and CEO, John Derderian, established DERDERIAN WEALTH MANAGEMENT, LLC with a vision to provide expert financial services to individuals and businesses of all sizes. With over 20 years of experience in the financial industry, John leads a team of experienced advisors who share his commitment to helping clients achieve financial success and security.
Financial Advisor Disclosures to Know:
As a registered investment advisor, DERDERIAN WEALTH MANAGEMENT, LLC is required to adhere to strict regulations and disclose any potential conflicts of interest to their clients. The firm’s advisors prioritize transparency and constantly strive to act in the best interest of their clients.