Dominion Capital Wealth Advisors (DCWA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, endowments, and small businesses. DCWA creates personalized investment policies and manages portfolios based on client goals, risk tolerance, and time horizons. Financial planning services cover personal finances, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning. DCWA also offers retirement plan services to benefit plan sponsors and participants.
Fee Structure
Dominion Capital Wealth Advisors charges a percentage of the assets they manage for you. The exact percentage depends on the amount you invest:
- Below $1 million: 0.50% to 2.00%
- $1 million - $5 million: 0.25% to 1.75%
- Above $5 million: 0.10% to 1.50%
These fees do not include transaction fees or other costs. The fees may be waived or negotiated in certain circumstances.