Joey Dominick
Joey Dominick is a registered investment advisor at Snider Financial Group, based in Bellevue, WA, with 19 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 515 clients with $550M 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 $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. Accounts under $200,000 are subject to a 1.75% annual fee unless an exception applies. Clients with over $5,000,000 in assets receive partial coverage of CPA and estate attorney fees.
Fee Estimator
Location
12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005
Get directionsHistory
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
Joey is an independent insurance agent involved in insurance sales. This activity is investment-related.
Employment History
Current Registrations
Snider Financial Group
Previous Registrations
Snider Financial Group
LPL Financial LLCBroker
Principal Securities, INC.Broker
Principal Securities, INC.
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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