Damon Robertson is a CFP-designated registered investment advisor at Financial Alternatives, INC., based in La Jolla, CA, with 9 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 264 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Alternatives offers investment management services for a fee based on a percentage of the value of your portfolio. These fees typically range from 0.50% to 1.00% annually, but may be higher or lower in some cases. Client accounts may be subject to a minimum annual fee. Fees and minimums may be subject to negotiation or exceptions in some cases.
Location
7825 Fay Ave, Suite 210, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Alternatives, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations5 states
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