Nicholas Damiani
Nicholas Damiani is a registered investment advisor at Mutual Advisors, LLC, based in Camarillo, CA, with 15 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
807 A Camarillo Springs Road, Camarillo, CA, 93012
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Nicholas is a trustee and owner/managing member of Nick Damiani Single Family Private Trust Company, LLC, serving various family trusts. He is also a manager at Damiani Investment, LLC, providing management and consulting services; these activities take minimal time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Mutual Securities, INC.
State Registrations1 state
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
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