Dominion Financial Advisors is a fee-only registered investment advisor located in Texas. They offer financial planning services including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. They also offer investment management services to clients who are also engaged in their Sustaining Financial Planning service. Dominion does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Additionally, Dominion charges an administrative fee of $250 per year per managed account. The combined fee charged to the Client will not exceed 2% of assets under management. Fees are negotiable.