Dominguez Wealth Management Solutions offers investment management based on individual client needs, developing a personal investment policy and managing a portfolio accordingly. They also provide financial planning services, offering a comprehensive evaluation of a client's current and future financial state. Additionally, they offer consulting services on specific financial topics and pension consulting services.
Assets Under Management$190M
Clients181
Advisors2
Avg. per Client$1M
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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