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CFP
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CFP

Dominic Corabi

7 Years of Experience

Dominic Corabi is a CFP-designated registered investment advisor at Wedmont Private Capital, based in West Chester, PA, with 7 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, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 498 clients with $3.4B in assets under management.

Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
498 clients
Average Client Portfolio
$6.9M average
Assets Under Management
$3.4B

Fee Structure

Planning is included in investment management

Wedmont Private Capital includes investment management services as part of its ongoing financial planning service. Clients pay a fixed quarterly fee of $3,125 ($12,500 per year) which covers both financial planning and investment management. If WPC engages a third-party manager, that manager may charge a separate fee in addition to WPC's fee.

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Dominic Corabi

Location

West Chester, PA

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History

Regulatory History
Clean regulatory record

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.

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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
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
September 2014 - May 2016 · 1 yr 8 mos
Credit Suisse Securities (USA) LLCBroker
August 2014 - May 2016 · 1 yr 9 mos
State Registrations2 states
PATX
Advisor

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.
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.

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Dominic Corabi
Dominic Corabi - Financial Advisor | TrueAdvisor