Dominion Wealth Advisors offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Dominion creates an Investment Policy Statement for each client to guide investment decisions. Dominion generally invests in mutual funds, equities, bonds, ETFs, hedge funds, REITs, insurance products, private placements, derivatives, and government securities. Clients can place restrictions on investments, but Dominion may terminate the relationship if the restrictions hinder their ability to manage the account.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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