Carl Domino Inc. is a registered investment advisor based in West Palm Beach, Florida, providing portfolio management services to individuals, families, trusts, estates, and business entities. Founded in 2004, Carl Domino Inc. specializes in a disciplined, value-oriented investment approach that primarily targets large-cap dividend-paying stocks and high-quality fixed income securities like bonds and U.S. Treasuries. The firm crafts customized investment portfolios based on each client's specific objectives and risk tolerance, offering both discretionary and non-discretionary management. Clients who engage Carl Domino Inc. for investment management may also receive complimentary financial planning services at no additional cost. The firm emphasizes low portfolio turnover and rigorous fundamental research, drawing on decades of market experience.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Standard annual fee for new accounts is a flat 1.00%. The tiered schedule applies to clients who engaged the firm prior to 2016. Family member account values may be combined to calculate fee breakpoints.