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Graig Dedomenic

32 Years of Experience
Youngstown, OH
1 DisclosureBroker

Graig Dedomenic is a registered investment advisor at Primerica Advisors, based in Youngstown, OH, with 32 years of industry experience. Graig 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 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5437 Mahoning Ave, Ste 4, Youngstown, OH, 44515

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History

Regulatory History (1)
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Financial
June 2017
Final
Other Business Activities

Graig sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for sales of loan products and referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
August 2011 - Present · 14 yrs 9 mos
PFS Investments INC.Broker
January 1994 - Present · 32 yrs 4 mos
PFS Investments INC.
January 1994 - Present · 32 yrs 4 mos
State Registrations8 states
FLHIKYNCOHOKPASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Graig Dedomenic - Financial Advisor | TrueAdvisor