Dominari Securities provides investment management and financial consulting services to individuals, families, and institutional clients. The firm offers both discretionary portfolio management, where advisors make trades on your behalf without prior approval, and non-discretionary management, where you must approve trades and asset allocation changes. Dominari Securities specializes in tailored asset allocation, selection of third-party money managers, and customized portfolio strategies. In addition to investment management, the firm offers financial planning and consulting services covering estate planning, college planning, and business planning for negotiated flat fees. Dominari Securities also operates as a registered broker-dealer and provides access to a wrap fee program through Charles Schwab, bundling advisory and brokerage execution services into a single fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
Fees are negotiable based on account composition, location of assets, and pre-existing relationships.