Dominion Financial Consultants, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Dominion Financial Consultants provides financial planning and wealth management services to individuals and small businesses. These services include asset allocation, investment management, and retirement planning. Dominion Financial also offers business consulting services, including tax and accounting guidance, retirement plan analysis, and business cash flow management. Dominion Financial creates a written financial plan or investment proposal based on the client's financial needs and goals.

Assets Under Management$19M
Clients19
Advisors1
Avg. per Client$1M
Avg. per Advisor$19M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable depending on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm