Dominion Capital Advisory, LLC (DCA) refers clients to third-party investment managers. DCA is owned by Martin, Dolan & Holton, Ltd., a certified public accounting firm. DCA discusses diversification, asset classes, and the risks involved with these classes with clients. Individual client needs are taken into consideration when making referrals.
Fee Structure
Dominion Capital Advisory (DCA) does not manage client assets directly. Instead, DCA refers clients to third-party investment managers like Raymond James, Davenport & Company LLC, and LPL Financial. These managers charge their own advisory fees, and DCA receives a portion of those fees for the referral. The specific fee DCA receives depends on the investment manager chosen, the assets invested, and any negotiated fee reductions.