Joseph D'amico is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Plano, TX, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B 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 | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Location
7500 Dallas Parkway, Suite 475, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cantor Fitzgerald & CO.Broker
Southwest Securities, INC.Broker
State Registrations1 state
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
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