DC
DC

Dominick Calvin

3 Years of Experience
Minneapolis, MN

Dominick Calvin is a registered investment advisor at Element Squared Private Wealth, based in Minneapolis, MN, with 3 years of industry experience. Dominick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 478 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
478 clients
Average Client Portfolio
$426K average
Assets Under Management
$203.5M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.70%
$500K - $1000K1.50%
$1.0M - $2.5M1.25%
$2.5M+1.00%

The annual fee is negotiable based upon certain criteria.

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

60 South Sixth Street, Suite 2900, Minneapolis, MN, 55402

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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
Element Squared Private Wealth
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
MN
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.