Assets Under Management
$41.6M
Number of Clients
235
Number of Advisors
11
Average Client AUM
$177K
AUM per Advisor
$3.8M
Compensation
Fee-Only (AUM)
Dominari Securities LLC provides tailored advisory services including discretionary and non-discretionary investment management, and consulting services. They offer financial planning and consulting services for specific projects. Advisory services are tailored to individual client needs and risk tolerance. They use a volatility-targeted approach and strategic asset allocation.
| Assets Under Management | 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% |
DS may charge a lesser fee based upon certain criteria.
725 Fifth Ave., 23rd Fl., New York, NY, 10022