Dominion Capital Management offers investment management services on a discretionary or non-discretionary basis. They also provide services to retirement plans and financial planning for individuals. Dominion may use sub-advisors to manage client assets. Financial plans cover retirement, education, legacy, insurance, investment, budget, tax, major purchase, debt management, and cash flow analysis.
Assets Under Management$1.4M
Clients11
AdvisorsN/A
Avg. per Client$130K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees. The Sub-Advisors fees are a maximum of 0.75% of all Dominion Client assets under FTA management paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.