Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
724 Capital charges an annual wrap fee of 1.00% of assets under management. This fee is generally negotiable and covers transaction fees. The fee is withdrawn quarterly in advance, and unearned fees are refunded on a prorated basis. There is an account minimum of $5,000, which may be waived at 724 Capital's discretion.
Areas of Practice
Advisor Information
Office location
92 Campau Circle NW, Grand Rapids, MI, 49503
Get directionsRegulatory History (3)
Customer Dispute
March 2005Customer Dispute
October 2003Customer Dispute
August 1998Other 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.