Damon Akin is a registered investment advisor at Greenwood Gearhart, LLC, based in Fayetteville, AR, with 5 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,036 clients with $1.6B 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 | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
The value of any private investment may be subject to an annual asset-based fee. Depending on the particular private investment, this fee may be assessed at the client’s standard asset-based fee rate, or the client may be assessed a distinct annual private investment fee ranging from 0.25% – 2.00% of the value of the private investment. GG may charge a lesser investment management fee based upon certain criteria. Family portfolios may be bundled for fee calculation purposes at the discretion of GG.
Fee Estimator
Location
26 E Center St, Fayetteville, AR, 72701-4278
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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.
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Damon is self-employed doing freelance graphic design, web design, and marketing work since 2018. This takes minimal time, with limited to no time during trading hours.
Employment History
Current Registrations
Greenwood Gearhart, 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.