George Damasco
George Damasco is a registered investment advisor at Bollin Wealth Management, LLC, based in Perrysburg, OH, with 44 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 146 clients with $70M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
For accounts under $500,000, the annual fee may range from 1.1% to 1.25%, depending on the nature and complexity of the individual client’s personal circumstances. All fees may be negotiable under certain circumstances.
Fee Estimator
Location
842 W. South Boundary St., Perrysburg, OH, 43551
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Other Business Activities
George jointly owns Damasco Farms, which leases farmland, and spends minimal time on it. He also has ownership stakes in Fort to Port Pizza, 23680 Fourth St LLC (rental property), 1013 Airport LLC (real estate holding), Creating Equity LLC (Marco's Pizza investment distributions), and WS Series IX LLC, dedicating minimal time to each.
Employment History
Current Registrations
Bollin Wealth Management, LLC
Previous Registrations
Eplanning Securities, INC.Broker
NFP Securities, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Mpm Wealth Advisors
Continental Capital Investment Services, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Painewebber IncorporatedBroker
Ids Marketing CorporationBroker
Olde & CO., IncorporatedBroker
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.