Damon Hart is a registered investment advisor at Baxter Investment Management, based in Riverside, CT, with 6 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 434 clients with $1B 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 and account minimums may vary and are subject to negotiation.
Fee Estimator
Location
1030 East Putnam Avenue, Riverside, CT, 06878
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Damon is the president of DLH Technical Services, Inc., providing technology consulting services, primarily strategic technology direction and support for a family-owned auto dealership. This takes about a quarter of Damon's time, with a few hours per week during trading hours.
Employment History
Current Registrations
Baxter Investment Management
State Registrations1 state
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