DG
CFA
DG
CFA

Damian Gallina

21 Years of Experience
Baltimore, MD

Damian Gallina is a CFA-designated registered investment advisor at Buttonwood Financial Advisors, INC., based in Baltimore, MD, with 21 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 325 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$393.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 N Haven Street, Suite 204, Baltimore, MD, 21224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Since 2016, Damian has served as Chairman of Lido Civic Club Charities' LLC (LCCC) Investment Committee. He devotes minimal time to this activity during trading hours.

Employment History
Current Registrations
Buttonwood Financial Advisors, INC.
February 2008 - Present · 18 yrs 2 mos
Previous Registrations
Horan Capital Management,llc
July 2004 - March 2008 · 3 yrs 8 mos
State Registrations2 states
MDTX
Advisor

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.

Exams
No exam information available for this advisor.