Akseli Derzon is a registered investment advisor at Oneseven, based in Beachwood, OH, with 8 years of industry experience. Akseli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akseli is involved in real estate rental through Derzon Properties Incorporated since April 2022, dedicating a few hours per week. He also provides mortgage/real estate services through Derzon Real Estate Services since March 2024, also dedicating a few hours per week.
Employment History
Current Registrations
Oneseven
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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