Damon King is a CFP-designated registered investment advisor at Chappelwood Financial Services, based in Edmond, OK, with 10 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ChappelWood Financial Services manages investments through AssetMark. Clients pay both a Financial Advisor Fee to ChappelWood and a Platform Provider Fee to AssetMark. ChappelWood's fee is a percentage of the amount you invest, and it's deducted from your account quarterly in advance. The fee varies depending on the specific investment strategy selected and the complexity of the work required.
Here are the fee ranges:
- $499,999 and below: 1.35% to 1.95%
- $500,000 to $999,999: 1.15% to 1.34%
- $1 million to $1.99 million: 1.00% to 1.14%
- $2 million and above: 0.90% to 0.99%
Location
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013
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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
Damon is an adjunct faculty member at Francis Technology Center and teaches at other entities, providing adult financial education. He dedicates minimal time to this activity, approximately 2 hours per month.
Employment History
Current Registrations
Chappelwood Financial Services
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.