Domestique Capital manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax planning. Domestique Capital also provides payroll and tax return filing services.
Assets Under Management$100M
Clients283
Advisors2
Avg. per Client$360K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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