Justin Damon
Justin Damon is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Appleton, WI, with 2 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,785 clients with $1.2B 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees for assets over $10,000,000 are negotiable. Tax planning and preparation are included for accounts with $1,000,000 or more.
Fee Estimator
Location
4211 N Lightning Drive, Suite A, Appleton, WI, 54913
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 Activities
Justin is a coach for Mega Goal Tending, a goalie coaching company, dedicating a few hours per week to training hockey goalies. This activity is not investment-related.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
Previous Registrations
Northland Asset Management
Northland Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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
More Advisors
- Muhammed-Kabeer Gbaja-Biamila, CFPAtlantis Wealth Advisors LLC
- Evan Henderson, CFPN.E.W. Advisory Services, LLC
- Matthew Krenke, CFP, ChFCAnnex Wealth Management, LLC
- Joel Blattner, CFPAvaii Wealth Management, LLC
- Claus Kerntke, CFPAvaii Wealth Management, LLC
- David Verkuilen, CFP, ChFCWells Fargo Advisors