Assets Under Management

$76.6M

Number of Clients

49

Number of Advisors

2

Average Client AUM

$1.6M

AUM per Advisor

$38.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Carl Domino Inc. is a registered investment adviser offering discretionary and non-discretionary investment management services. Investment advice is tailored to client needs and objectives. The firm focuses on large-cap value stocks with dividends and bonds. Clients may receive complimentary financial planning.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Referrals of new clients receive a flat 0.90% fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement Planning
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Location

220 Quadrille Blvd., Ste. 220, West Palm Beach, FL, 33401

2 Advisors at this firm

Carl Domino Inc. | TrueAdvisor