Domask Wealth Management offers wealth management services including ongoing asset management, investment advice, and financial planning. They work with clients to determine their investment objectives and risk tolerance to develop a tailored strategy. Domask Wealth Management primarily uses exchange traded funds, preferred securities, mutual funds, fixed income securities, equities, corporate debt, certificates of deposit, municipal securities, U.S. government securities and publicly traded real estate investment trusts.
Assets Under Management$110M
Clients71
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.35% |
| $20M+ | 0.10% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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