Domani Investments offers personalized investment management and financial planning services. The firm builds diversified portfolios using exchange-traded funds, fixed-income securities, and money market instruments, tailoring each portfolio to a client's specific financial situation, time horizon, and risk tolerance. In addition to portfolio management, Domani Investments prepares financial plans covering balance sheets, retirement timing, and insurance needs. The firm works primarily with individuals, personal trusts, and individual retirement accounts.
Assets Under Management$10M
Clients14
Advisors1
Avg. per Client$720K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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...