Dominick Savo
Dominick Savo is a registered investment advisor at Tamar Securities, LLC, based in Woodland Hills, CA, with 28 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,756 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tamar Securities charges a percentage of your portfolio each year for investment management services, billed quarterly in advance. The specific percentage depends on the investment strategy used:
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Growth Market Value Securities (GMVS®), Total Asset Fund (TAF®), Total Asset Market (TAM®), Market Value Securities (MVS®), Total Asset Value (TAV®) (ua) Ultra Aggressive, TAV (a) Aggressive and TAV (ma) Moderately Aggressive:
- First $500,000: 2.25%
- Next $500,000: 1.75%
- Over $1,000,000: 1.25%
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Fixed Income Portfolios (FIP®):
- First $500,000: 0.75%
- Next $500,000: 0.65%
- Over $1,000,000: 0.55%
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TAV® (FIP®):
- First $500,000: 1.20%
- Next $500,000: 0.98%
- Over $1,000,000: 0.76%
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TAV® (a) Aggressive (FIP®):
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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TAV® (ma) Moderately Aggressive (FIP®):
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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TAV® (FIP®) International:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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TAV® (a) Aggressive (FIP®) International:
- First $500,000: 1.67%
- Next $500,000: 1.33%
- Over $1,000,000: 0.98%
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TAV® (ma) Moderately Aggressive (FIP®) International:
- First $500,000: 1.58%
- Next $500,000: 1.26%
- Over $1,000,000: 0.94%
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FIP® MVS® Hybrid:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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MVS® FIP® A:
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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MVS® FIP® MA:
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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Cash Management:
- $0 to $10,000,000: 0.25%
- $10,000,001 to $20,000,000: 0.15%
- Over $20,000,000: 0.10%
Fees may be negotiable in limited circumstances.
Location
22466 Ventura Boulevard, Woodland Hills, CA, 91364
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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 →Other Business ActivitiesSells Insurance
Dominick is a partner in Woodranch BBQ & Grille LP, which owns 10 restaurants, but spends no time on this. He is also a Senior Client Associate at Tamar Securities, LLC, spending about two-thirds of his time introducing the firm to potential high net worth individuals. Dominick also spends minimal time filling out life insurance applications and coordinating between clients and Protective Life Insurance Company.
Employment History
Current Registrations
Tamar Securities, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Tamar Securities, LLC
PFS Investments INC.Broker
State Registrations2 states
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