AD
CFA
AD
CFA

Andrew Damico

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,560 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $7.0M0.75%
$7M+0.75%

Fees are negotiable thereafter.

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

1835 Market Street, Suite 500, Philadelphia, PA, 19103

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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
Roffman Miller Associates INC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2020 - March 2022 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
June 2020 - March 2022 · 1 yr 9 mos
Hartford Funds Distributors, LLCBroker
May 2015 - August 2018 · 3 yrs 3 mos
Delaware Distributors, L.P.Broker
September 2010 - June 2013 · 2 yrs 9 mos
J.P. Morgan Securities INC.Broker
April 2009 - June 2010 · 1 yr 2 mos
Janney Montgomery Scott LLCBroker
January 2008 - April 2008 · 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.