Dominion Wealth Advisors is a registered investment advisor based in Manasquan, New Jersey, founded in 2011 and led by John C. Papandrea. The firm offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon through an individualized Investment Policy Statement. Dominion Wealth Advisors handles various investment types, including mutual funds, stocks, bonds, exchange-traded funds, hedge funds, real estate investment trusts, and insurance products. The firm operates with the authority to make trades without asking first, ensuring continuous oversight of client portfolios. In addition to investment management, the firm's leadership brings background experience in accounting and insurance services. Dominion Wealth Advisors focuses primarily on personalized asset management without participating in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable depending on the needs of the client and complexity of the situation.