Maria Dominguez
Maria Dominguez is a CFP-designated registered investment advisor at Valoria Wealth Management LLC, based in Cooper City, FL, with 10 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 3 clients with $1.9M 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 $600K | Included |
| $600K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Clients pay either a fixed minimum fee ($6,000 - $10,000 annually) or an asset-based fee (once managed assets exceed $600,000). Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Contact
Maria Dominguez
Location
Cooper City, FL
Get directionsHistory
Regulatory History (1)
Regulatory
March 2024Employment History
Current Registrations
Valoria Wealth Management LLC
Previous Registrations
Apella Wealth
Inspired Financial
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
State Registrations2 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.