Damien Rennie is a registered investment advisor at Skyoak Capital, INC., based in Medford, OR, with 11 years of industry experience. Damien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 268 clients with $220M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Basic financial planning up to 20 hours a year is included in the investment management fee. Fees may be negotiable.
Fee Estimator
Location
920 Town Centre Drive, Medford, OR, 97504
Get directionsHistory
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 ActivitiesSells Insurance
Damien is the founder and owner of Gamble-For-Good, a non-profit, and a board member/treasurer for Family Nurturing Center, another non-profit, dedicating a few hours per week to each. Damien is also a licensed insurance agent with Skyoak Asset Protection Group and the 100% owner of Medford Poker Club, spending about a quarter of his time training dealers and providing guidance to the room.
Employment History
Current Registrations
Skyoak Capital, INC.
Previous Registrations
Skyoak Wealth
Skyoak Wealth
Skyoak Wealth Management, INC.
State Registrations3 states
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
More Advisors
- David Preszler, CFPD.A. Davidson & CO.
- Benjamin Kline, CFPLPL Financial LLC
- Jason Peters, CFPCommonwealth Financial Network
- Michael Huard, ChFCCambridge Investment Research Advisors, INC.
- Jimmie Smith, ChFCEdward Jones
- Michal Caro, CFPCetera Investment Advisers LLC