Dominion Portfolio Management (DPM) offers discretionary portfolio management services tailored to clients' needs and investment objectives. DPM may use third-party money managers. DPM will consult with clients on investment strategy and implement it through stocks, bonds, ETFs, or mutual funds. DPM monitors portfolios and makes changes based on market conditions or changes in client circumstances.
Assets Under Management$260M
Clients616
Advisors18
Avg. per Client$420K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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