DA
CFP
DA
CFP

Damian Aldridge

8 Years of Experience

Damian Aldridge is a CFP-designated registered investment advisor at Northwest Asset Management, based in Houston, TX, with 8 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.

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Location

700 Louisiana Street, 48th Floor, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Damian works part-time as a Design Consultant for Aldridge Electric, an Electrical Engineering/Contracting company. He spends up to 16 hours per week, including 8 hours during trading hours, revising signal design documents.

Employment History
Current Registrations
Northwest Asset Management
August 2017 - Present · 8 yrs 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Damian Aldridge - Financial Advisor | TrueAdvisor