Dominic Corabi is a CFP-designated registered investment advisor at Wedmont Private Capital, based in West Chester, PA, with 8 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 498 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedmont Private Capital charges a flat quarterly fee of $3,750, which equals $15,000 per year, for ongoing financial planning combined with investment management services. Investment management is included at no additional fee as part of this ongoing service. Fees are paid quarterly and may be negotiable in certain cases.
Contact
Dominic Corabi
Location
26 South Church Street, Suite 1A, West Chester, PA, 19382
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 Activities
Dominic owns a rental property since 2012. He spends minimal time collecting rent and coordinating maintenance.
Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Credit Suisse Securities (USA) LLC
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.
Exams
Additional Information
Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania.
More Advisors
- Thomas Ginty, CFPWedmont Private Capital
- Clinton Smedley, CFPCetera Investment Advisers LLC
- Carter Lee, CFALenape Investments, LLC
- Shane Mccormick, CFPPrivate Advisor Group, LLC
- Thomas Vickers, ChFCPrivate Advisor Group, LLC
- Eric Fuhrman, CFPKey Financial, INC.