Chase Dominguez is a CFP-designated registered investment advisor at Awm Capital, LLC, based in Los Angeles, CA, with 5 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM Capital charges an annual fee based on a percentage of the assets they manage, up to 2.00% annually, with a $20,000 minimum annual fee. Fees are negotiable and may be a fixed fee instead of a percentage. Fees are billed quarterly in advance. Asset management fees charged by separate account managers are not included in AWM's advisory fee.
Location
612 S Broadway, Floor 4, Los Angeles, CA, 90014
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 →Employment History
Current Registrations
Awm Capital, 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.