Dominick Vetrano
Dominick Vetrano is a CFA, CFP, ChFC-designated registered investment advisor at Fountainhead Financial, LLC, based in Chicago, IL, with 35 years of industry experience. Dominick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 100 clients with $450M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
The investment advisory fee is negotiable at Fountainhead's discretion. If you maintain less than $500,000 of assets under Fountainhead Financial, LLC’s management, and are subject to the $1,250 per quarter minimum fee, you will pay a higher percentage Annual Fee than the 1.00% referenced in the above fee schedule.
Fee Estimator
Location
515 North State, 14th Floor, Chicago, IL, 60654
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1996Employment History
Current Registrations
Fountainhead Financial, LLC
Previous Registrations
Clune & Associates
Chauner Securities, INC.Broker
Canyon Run Securities, INC.Broker
Barclay Group Securities, INC.Broker
Investacorp, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.