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Paul Damm

17 Years of Experience
Alpharetta, GA

Paul Damm is a registered investment advisor at Mrp Capital Investments, LLC, based in Alpharetta, GA, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 122 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
122 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$201.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Certain clients may be subject to a different fee schedule that may be higher than stated above. The advisory fee is negotiable, depending on individual client circumstances.

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

8440 Holcomb Bridge Road, Suite 520, Alpharetta, GA, 30022

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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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Employment History
Current Registrations
Mrp Capital Investments, LLC
May 2017 - Present · 9 yrs
Previous Registrations
Ha&w Wealth Management, LLC
May 2015 - September 2015 · 4 mos
Balentine
January 2011 - June 2015 · 4 yrs 5 mos
Wilmington Trust Investment Management
October 2004 - January 2008 · 3 yrs 3 mos
Primevest Financial Services, INC.
November 2003 - October 2004 · 11 mos
State Registrations1 state
GA
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.