Damon George
Damon George is a CFP, ChFC-designated registered investment advisor at Retirement Strategies, based in Longview, WA, with 24 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 30 clients with $6.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are not negotiable. Sabatier Wealth may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors. For example, if Sabatier Wealth directs you to Advisors Asset Management (AAM), the total annual fee will be: $0-$2,500,000: 1.65% (1.25% to Sabatier Wealth and 0.40% to AAM); $2,500,001+: 1.40% (1.00% to Sabatier Wealth and 0.40% to AAM)
Fee Estimator
Location
1315 14th Ave, Longview, WA, 98632
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2020Other Business ActivitiesSells Insurance
Damon is an insurance producer for non-variable insurance products since 2000. He spends a few hours per week on this activity, all during securities trading hours.
Employment History
Current Registrations
Retirement Strategies
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Veritrust Financial, LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations2 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.