John Damiano is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 28 years of industry experience. John 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, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
16600 W Sprague Rd Ste 450, Middleburg Heights, OH, 44130-6319
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
January 2005Other Business Activities
John operates Clear Goal Financial, LLC as a DBA for his LPL business, dedicating full-time hours during securities trading. He also provides investment advisory services through Fourth Dimension Wealth LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
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.