Dominick Paoloni
Dominick Paoloni is a registered investment advisor at Integrity Prosperity Security (ips) Strategic Capital, based in Denver, CO, with 27 years of industry experience. Dominick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 199 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K+ | 1.00% |
The standard annual Advisory Service Agreement fee is based on 1% of the portfolio annually. The minimum annual fee is $5,000 and is negotiable. In some instances, where the portfolio is below the minimum, a 2% annual fee may be assessed. Current client relationships may exist where the fees are lower than the fee schedule above. Under certain circumstances the fee will be waived all together. Investment Protection Service reserves the right to charge between 1% and 3% of the portfolio per year depending on the scope of work and portfolio of a client. Fees are assessed in advance.
Fee Estimator
Location
215 S Wadsworth Blvd, Ste 540, Denver, CO, 80226
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Integrity Prosperity Security (ips) Strategic Capital
Previous Registrations
Integrity Prosperity Security (ips) Strategic Capital
State Registrations1 state
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