Derek Holdredge is a registered investment advisor at Black Diamond Financial, LLC, based in Lutherville, MD, with 4 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 328 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The annual rate does not exceed 0.85%. There is a minimum annual fee of $3,000 or 3% of assets, whichever is less. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2330 West Joppa Road, Suite 320, Lutherville, MD, 21093
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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
Derek is a CPA and partner at Callan Accounting CPAs and Advisors, LLC, an accounting/CPA firm providing tax preparation services. Derek spends nearly all of his time in this business practice.
Employment History
Current Registrations
Black Diamond Financial, LLC
Previous Registrations
Edward Jones
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.