A complete list of active advisors currently associated with Kenneth A. Dery & Associates

Warmer can help you find a great advisor at Kenneth A. Dery & Associates or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kenneth A. Dery & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kenneth Dery	Willoughby, OH	27

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