Dominion Financial Consultants, LLC offers comprehensive wealth management, financial planning, tax guidance, and accounting services to individuals, families, and small businesses. The firm helps clients navigate asset allocation, investment management, retirement planning, and net worth and cash flow planning. Dominion Financial Consultants creates personalized investment strategies utilizing exchange-traded funds, mutual funds, and individual stocks and bonds. In addition to personal wealth management, Dominion Financial Consultants provides business consulting services, including tax and accounting support, retirement plan management, business cash flow analysis, exit strategy development, healthcare analysis, and insurance planning. The firm operates as a registered investment advisor, accounting, and legal firm, allowing it to coordinate various aspects of a client's financial life under one roof.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are typically 1% annually, but may be negotiated based on account composition, complexity, and family or employee relationships.
