DOMO Capital Management offers investment advisory services to individuals, pension plans, financial advisors, and other entities. DOMO manages investment portfolios based on client suitability statements, investment time horizons, risk tolerance, and investment objectives. DOMO does not tailor its investment services to individual client needs. While DOMO advisory staff is familiar with financial planning, they recommend clients consult with financial planners, legal counsel, or tax experts for broader tax and planning matters.
Assets Under Management$18M
Clients156
Advisors1
Avg. per Client$120K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable under some circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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