DS
DS
Damion Smith
29 Years of Experience
Beverly Hills, CA
5 Disclosures
Damion Smith is a registered investment advisor at Great Gable Wealth Management, LLC, based in Beverly Hills, CA, with 29 years of industry experience. Damion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 218 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
218 clients
Average Client Portfolio
$870K average
Assets Under Management
$189.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
315 S. Beverly Dr Suite 406, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2020Pending
Regulatory
February 2020Final
Judgment / Lien
April 2019Customer Dispute
March 2005Denied
Customer Dispute
June 2001Closed-No Action
Employment History
Current Registrations
Great Gable Wealth Management, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Great Gable Wealth Management, LLC
March 2019 - May 2020 · 1 yr 2 mos
Morgan StanleyBroker
January 2013 - February 2019 · 6 yrs 1 mo
Morgan Stanley
January 2013 - February 2019 · 6 yrs 1 mo
UBS Financial Services INC.
January 1997 - February 2013 · 16 yrs 1 mo
UBS Financial Services INC.Broker
January 1997 - February 2013 · 16 yrs 1 mo
Smith Barney INC.Broker
July 1996 - January 1997 · 6 mos
State Registrations1 state
CA
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.