Dominick Trimarchi is a registered investment advisor at Trimarc Wealth Management LLC, based in Saratoga, NY, with 26 years of industry experience. Dominick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 15 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriMarC Wealth Management's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.50% to 1.50% per year. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are calculated at the end of each calendar quarter.
Location
Saratoga, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trimarc Wealth Management LLC
Previous Registrations
Leerink Swann LLC
The Ayco Company,l.p.
State Registrations1 state
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