Paul John Damon

CFP · ChFC

724 Capital, LLC

44 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

724 Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,311 clients

Average Client Portfolio

$172K average

Assets Under Management

$225.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

92 Campau Circle NW, Grand Rapids, MI, 49503

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2005

Denied

Customer Dispute

October 2003

Settled

Customer Dispute

August 1998

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Paul is the owner and president of Paul Damon & Associates, Inc., a registered investment advisor offering financial planning and asset management, dedicating about half of his time to this. He also owns Strategic Stewardship Partners and spends about a quarter of his time there. Paul also facilitates term life and long-term care insurance through independent agencies.