Shaobo Li
Shaobo Li is a registered investment advisor at Dominguez Wealth Management Solutions, INC., based in Williamsburg, VA, with 6 years of industry experience. Shaobo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 181 clients with $190M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fee Estimator
Location
304 Bulifants Boulevard, Suite 101, Williamsburg, VA, 23188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dominguez Wealth Management Solutions, INC.
State Registrations2 states
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