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Damien Morales

B.B. Graham & Company, INC.
22 Years of Experience
Honolulu, HI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Damien Morales is a registered investment advisor at B.B. Graham & Company, INC., based in Honolulu, HI, with 22 years of industry experience. Damien is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

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

Honolulu, HI

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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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Other Business ActivitiesSells Insurance

Damien is licensed as an independent insurance agent with Financial Benefits Insurance since 2014, selling fixed insurance products. This takes about half of his time.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
February 2020 - Present · 6 yrs 8 mos
B.B. Graham & Company, INC.
February 2020 - Present · 6 yrs 8 mos
B.B. Graham & Company, INC.
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
July 2010 - February 2020 · 9 yrs 7 mos
Ameritas Investment Company, LLCBroker
September 2004 - February 2020 · 15 yrs 5 mos
Nylife Securities INC.Broker
February 2004 - September 2004 · 7 mos
State Registrations1 state
HI
AdvisorBrokerBoth

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.
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