Damien Brayboy
Damien Brayboy is a CFP-designated registered investment advisor at Devryll Wealth Management, based in Charlotte, NC, with 1 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 13 clients with $2.1M 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 | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.50% |
The Investment Strategy Fee will range between 0.5% and 1.1% for all clients depending on the complexity of the investment strategy, regardless of account size, and is calculated on the Average Daily Balance (ADB) of the assets in the account. The Investment Strategy Fee is negotiable.
Fee Estimator
Location
Charlotte, NC
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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 ActivitiesSells Insurance
Damien is the CEO/Lending Advisor for Devryll Capital Mortgage LLC, spending about 10-20% of his time advising on mortgage and commercial loans. He is also an insurance agent and planner for Devryll Wealth Management, contracted through Advisors Excel, selling index/fixed annuities, life insurance, and long-term care insurance, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Devryll Wealth Management
Previous Registrations
Prosperity Economics Partners, LLC
State Registrations2 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.