Advisor at Charter Advisory Corporation
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Firm
Charter Advisory Corporation
Location
Cincinnati, OH
Credentials
Series 63
Industry experience
30 years
David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.
Based on Charter Advisory Corporation
$0+: MAS: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: OMP: up to 2.5% $0+: PWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: MWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: GWP: up to 1.35% (0.35% LPL program fee + up to 1.00% advisor fee) $0+: Solicitation/referral services to third party investment advisers: generally 0.75% to 3.0%, negotiable
Associated persons may receive commissions for securities and insurance sales separately from advisory fees
Financial planning hourly rates from $45 to $300; isolated transaction advice $125 to $300 per hour after minimum fee
Minimum fee: Financial planning fees require a deposit up to $1,200; investment advice on isolated transactions has a minimum fee of $325 Fee-only: Financial planning fees based on complexity and hourly rates ranging from $45 to $300; isolated transaction advice hourly fees $125-$300 after minimum $325 fee
Cincinnati, OH
Ohio
Charter Advisory Corporation
2009 - Present (17 years)
LPL Financial
2009 - Present (17 years)
Connecticut General Life Insurance Co
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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