Top financial advisors in Peachtree City, GA
We’ve curated a list of the best financial advisors in Peachtree City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$191,297,055
Number of advisors
6 advisors
| $191,297,055 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Peachtree City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Peachtree City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Derbend Asset Management
DERBEND ASSET MANAGEMENT, based in Peachtree City, Georgia, is a Registered Investment Adviser established in 2002. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Non-discretionary services require client approval before transactions. DERBEND may use sub-advisers to manage portions of client accounts and may offer model portfolios for varying risk tolerances. The firm also provides pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and educational seminars. Fees for portfolio management are asset-based, ranging from 0.125% to 0.25% quarterly. The firm participates in TD Ameritrade's Institutional Customer Program, offering benefits such as research tools and aggregated trading. DERBEND does not vote proxies on behalf of clients and does not engage in directed brokerage. Clients are responsible for voting rights and may participate in class action lawsuits independently. The firm does not have any disciplinary history or financial impairments.
$191,297,055 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Peachtree City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Peachtree City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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