Deron Mccoy is a CFA, CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, with 29 years of industry experience. Deron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deron is the CIO of SEIA LLC, dedicating full-time hours to RIA sales and service. He is also an Investment Advisor Representative for Investate Wealth Management, a DBA for investment advisory activities through Axxccess Wealth, which is a full-time position.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Signature Estate Securities, LLCBroker
Osaic Wealth, INC.Broker
Signature Intelligent Portfolios, LLC
Signature Investment Advisors, LLC
Seia
Seia
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
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