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George Damasco

16 Years of Experience
Holland, OH
Sells Insurance

George Damasco is a registered investment advisor at Mpm Wealth Advisors, based in Holland, OH, with 16 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,118 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,118 clients
Average Client Portfolio
$929K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual advisory fee is 1.50%. Fees are negotiable up to the maximum rate based on various criteria. A flat fee option is available for households with at least $1,000,000.

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

7429 International Drive, Suite A, Holland, OH, 43528-8623

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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

George is involved in several businesses, including Damasco Properties LLC, A-1 Party Rental LLC, GDLC LLC, Damasco Farms LLC, Fort to Port Pizza LLC, 10255 Maumee-Western LLC, and 1013 Airport LLC, all requiring minimal time. George is also a licensed insurance agent.

Employment History
Current Registrations
Mpm Wealth Advisors
April 2010 - Present · 16 yrs 6 mos
State Registrations1 state
OH
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.
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