RD
RD
Robert Damon
37 Years of Experience
Norwell, MA
1 DisclosureBroker
Robert Damon is a registered investment advisor at Wells Fargo Advisors, based in Norwell, MA, with 37 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
91 Longwater Circle, Ste 300, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2010Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Wells Fargo Clearing Services, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Citizens Securities, INC.
March 2010 - July 2023 · 13 yrs 4 mos
Citizens Securities, INC.Broker
March 2010 - July 2023 · 13 yrs 4 mos
Investment Professionals, INC.
October 2007 - April 2010 · 2 yrs 6 mos
Investment Professionals, INC.Broker
October 2007 - April 2010 · 2 yrs 6 mos
Ifmg Securities, INC.Broker
October 2005 - October 2007 · 2 yrs
Ifmg Securities, INC.
October 2005 - October 2007 · 2 yrs
Banc of America Investment Services, INC.
October 2004 - October 2005 · 1 yr
Banc of America Investment Services, INC.Broker
October 2004 - October 2005 · 1 yr
Quick & Reilly, INC.
August 2004 - October 2004 · 2 mos
Quick & Reilly, INC.Broker
November 2002 - October 2004 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
July 2001 - November 2002 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
September 1994 - July 2001 · 6 yrs 10 mos
Lehman Brothers INC.Broker
October 1990 - October 1994 · 4 yrs
The Stuart-James Company, IncorporatedBroker
August 1988 - November 1990 · 2 yrs 3 mos
State Registrations6 states
FLMAMENCNHPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.