Dominion Financial Consultants, LLC
Assets Under Management
$19.1M
Number of Clients
19
Number of Advisors
1
Average Client AUM
$1.0M
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dominion Financial Consultants provides comprehensive financial planning and wealth management services, including asset allocation, investment management, and retirement planning. They serve individuals and small businesses, focusing on coordinating and implementing clients' investment and retirement needs. They use a detailed investor profile to collect information and prepare a written financial plan or investment proposal.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiable depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Location
VA, United States
