Dominion Portfolio Management manages investment portfolios for individuals, high net worth individuals, and businesses. The firm builds customized portfolios using individual stocks, exchange-traded funds, and mutual funds, based on each client's goals, time horizon, and risk tolerance. Dominion Portfolio Management operates on a discretionary basis, meaning the firm makes trades on your behalf without needing prior approval for every transaction, though non-discretionary arrangements are also available. Portfolios are actively monitored, and the firm may utilize third-party money managers to oversee a portion of client accounts. In addition to portfolio management, associated professionals may offer insurance products or securities brokerage services through an affiliated broker-dealer, creating potential conflicts of interest regarding commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are billed quarterly in advance and are negotiable. Account values of family members in the same household may be combined to determine fee calculations.