Dominion Portfolio Management, INC.
Assets Under Management
$261.3M
Number of Clients
616
Number of Advisors
19
Avg. Portfolio per Client
$424K
Avg. Managed per Advisor
$13.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
1002 Marble Heights Dr, Suite 101, Marble Falls, TX, 78654