Joseph D'amico is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Plano, TX, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Location
7500 Dallas Parkway, Suite 475, Plano, TX, 75024
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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
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Ameriprise Financial Services, INC.
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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.