Damian Weidmann is a CFA-designated registered investment advisor at Fien Capital Management, LLC, based in Rochester, NY, with 4 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $140M 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 $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiated individually.
Fee Estimator
Location
110 Allens Creek Road, Rochester, NY, 14618
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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 →Other Business Activities
Damian is the owner of Ag Cap, LLC, a farm equipment lending business, and co-owner of GWB RE Holdings, LLC, a mortgage servicing business. He dedicates a few hours per week to each of these non-investment related activities.
Employment History
Current Registrations
Fien Capital Management, LLC
State Registrations1 state
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