Dominic Manzo is a registered investment advisor at Escalator Wealth Advisors, based in Cambridge, MA. Dominic 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1K | Included |
| $1K - $20K | 1.20% |
| $20K - $100K | 1.20% |
| $100K+ | 0.24% |
Fees are charged monthly based on household portfolio value. Accounts under $1,000 have fees waived to $0. Balances between $20,000 and $99,999 are charged a flat $20 per month.
Fee Estimator
Location
Cambridge, MA
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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 →Employment History
Current Registrations
Escalator Wealth Advisors
State Registrations1 state
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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