Damon Cliffe Gonzalez
Advisor at Domestique Capital LLC — Larue, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Larue, TX
Domestique Capital LLC
Supported
Total advisors
2Clients per advisor
141 Very HighAvg AUM per client
$362,402 LowHNW client ratio
16% LowDamon Gonzalez is a financial advisor at Domestique Capital LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Domestique Capital since 2016. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm offers a range of services including portfolio management, payroll preparation, and tax return filing, utilizing a tailored investment process that emphasizes low-cost passive instruments and a dual-momentum strategy.
Based on Domestique Capital LLC
$300 - $600 (single issue planning); $25 - $4,000 (tax return services)
$1 - $399,999: 1.00% annually $400,000+: 0.75% annually
$150 - $250 per hour (hourly planning)
$150 to $500 per month or $450 to $1,500 per quarter (ongoing financial planning fee)
Larue, TX
Larue TX
Advisors at this office
2
Texas
26 years of industry experience
Domestique Capital LLC
2016 - Present • 10 years
Plano, TX
Cambridge Investment Research Advisors
2009 - 2016 • 7 years
Plano, TX
Ameriprise
2000 - 2009 • 9 years
TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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.
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.
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.
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