Dominick Lombardi is a registered investment advisor at Rmr Wealth Builders, INC., based in Staten Island, NY, with 4 years of industry experience. Dominick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMR Wealth Builders manages investment portfolios for clients, charging a percentage of the assets managed. The annual fee is a flat percentage of the total account value. The exact percentage is negotiable, but will not exceed 2.65%. Clients also pay an annual administrative fee of $80, charged quarterly. Clients can choose to have fees directly debited from their account or be billed directly.
Location
7448 Amboy Road, Staten Island, NY, 10307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dominick is a general partner at UASMBDY LLC, a real estate development company, since 2011. He spends a few hours per week on locating new development opportunities and providing financial guidance.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Ci Private Wealth
Roosevelt Investments
State Registrations2 states
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