Paul Damon is a CFP, ChFC-designated registered investment advisor at 724 Capital, LLC, based in Lansing, MI, with 44 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Lansing, MI
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2005Customer Dispute
October 2003Customer Dispute
August 1998Other Business ActivitiesSells Insurance
Paul is the owner and president of Paul Damon & Associates, Inc., a registered investment advisor offering financial planning and asset management, dedicating about half of his time to this. He also owns Strategic Stewardship Partners and spends about a quarter of his time there. Paul also facilitates term life and long-term care insurance through independent agencies.
Employment History
Current Registrations
724 Capital, LLC
Previous Registrations
724 Capital, LLC
Family Capital Management
American Portfolios Financial Services, INC.Broker
Aig Financial Advisors, INC.
Sagepoint Financial, INC.Broker
Family Capital Management
Sunamerica Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
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.