TD
CFP
TD
CFP

Timothy Domino

5 Years of Experience
Buffalo, NY

Timothy Domino is a CFP-designated registered investment advisor at Sanderson Wealth Management, LLC, based in Buffalo, NY, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 325 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
325 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 1.00% to 0.20% on a tiered schedule, subject to a minimum annual fee of $20,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 Fountain Plaza, Suite 750, Buffalo, NY, 14202

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sanderson Wealth Management, LLC
August 2021 - Present · 5 yrs 2 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.
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