Domani Investments Inc. creates diversified investment portfolios using equities, fixed income, and money market instruments. Domani tailors its services to each client's individual needs, considering their income, financial situation, age, time horizon, and risk tolerance. Domani also offers financial planning services, including analysis of a client's balance sheet, retirement planning, and insurance planning.
Assets Under Management$8.8M
Clients19
Advisors1
Avg. per Client$460K
Avg. per Advisor$8.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable under certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...