Damon Heller
Damon Heller is a registered investment advisor at Comprehensive Financial Planning, INC., based in East Petersburg, PA, with 20 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 578 clients with $420M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Cash and cash equivalents portion of portfolio is charged 0.26%. For clients with over 500 employees and assets exceeding $50,000,000, a flat fee between $155 and $200 per participant may be considered.
Fee Estimator
Location
5995 Lemon Street, East Petersburg, PA, 17520-1329
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Comprehensive Financial Planning, INC.
Previous Registrations
Alps Portfolio Solutions Distributor, INC.Broker
Alps Distributors, INC.Broker
Guardian Investor Services LLCBroker
Enterprise Fund Distributors, INC.Broker
State Registrations1 state
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