Kenneth A. Dery & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kenneth A. Dery & Associates provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, reporting one advisor, 22 clients, and approximately $34.95 million in assets under management. The firm also operates a wrap-fee program as part of its service offerings.
The firm follows a portfolio-management approach using individualized allocations and periodic account reviews, and it generally charges percentage-of-AUM fees consistent with common practice among peers. Its Form ADV discloses and presents performance results, including predecessor performance, in client materials.
What distinguishes the firm is that it serves as a qualified custodian for client assets and sponsors a wrap-fee program—features that are uncommon for similarly sized supported firms. It is also notable for publicly presenting historical and predecessor performance information, which is relatively rare among firms in this category.
Client services
Fee options
Main office
4145 Erie Street
Willoughby OH 44094
Advisors at this office
1
Most active in
Ohio
Also doing business as
Kenneth A. Dery & Associates · Kenneth A. Dery & Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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