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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.
Fee Estimator
Location
7448 Amboy Road, Staten Island, NY, 10307
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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
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
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
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