Nicholas Damiani
Nicholas Damiani is a registered investment advisor at Mutual Advisors, LLC, based in Camarillo, CA, with 15 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
807 A Camarillo Springs Road, Camarillo, CA, 93012
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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.