Robert Domm is a registered investment advisor at Clovis Wealth Partners, LLC, based in Clovis, CA, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For qualified clients using The Synthetic Dragon Strategy, there is also a performance fee of 15% of the net returns of the account, after deducting the management fee and any previous losses.
Fee Estimator
Location
Clovis, CA
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
Robert is the owner/real estate broker for Kern Capital Real Estate, spending minimal time on brokerage services. He is also the Vice President of San Joaquin Chemicals, Inc., a water treatment company, and spends minimal time there. Robert also runs a YouTube channel called Real P&L, dedicating about 10-20% of his time to his financial education operation.
Employment History
Current Registrations
Clovis Wealth Partners, LLC
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.