JD
JD

John Michael Derderian

30 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
20 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$341.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $25.0M0.50%
$25.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for accounts over $50 Million

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John serves as an NASD arbitrator, deciding arbitration cases. This service began in 2000 and requires approximately one week per year, spaced throughout the year.

Employment History
Current Registrations
Haverford Financial Services, INC.
February 2007 - Present · 19 yrs
Previous Registrations
Haverford Trust Securities, INC.Broker
April 1998 - June 2025 · 27 yrs 2 mos
First Clearing CorporationBroker
October 1995 - April 1997 · 1 yr 6 mos
Bhc Securities, INC.Broker
April 1993 - August 1994 · 1 yr 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
John Michael Derderian - Financial Advisor | TrueAdvisor