DG
DG
Damon Gonzalez
25 Years of Experience
Larue, TX
1 DisclosureSells Insurance
Damon Gonzalez is a registered investment advisor at Domestique Capital LLC, based in Larue, TX, with 25 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 283 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
283 clients
Average Client Portfolio
$362K average
Assets Under Management
$102.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Larue, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Other Business ActivitiesSells Insurance
Damon is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Domestique Capital LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2009 - May 2016 · 6 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2009 - May 2016 · 6 yrs 6 mos
Ameriprise Financial Services, INC.
October 2000 - November 2009 · 9 yrs 1 mo
Ameriprise Financial Services, INC.Broker
September 2000 - November 2009 · 9 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2000 - July 2006 · 5 yrs 10 mos
State Registrations1 state
TX
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.