Emily Damman is a registered investment advisor at Beacon Capital Management, INC., based in Dayton, OH, with 4 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B 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 | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.
Fee Estimator
Location
7777 Washington Village Drive, Suite 280, Dayton, OH, 45459
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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 Activities
Emily works as counsel at Sammons Financial Group Member Companies. The filing does not specify the time commitment or nature of the work.
Employment History
Current Registrations
Beacon Capital Management, 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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