Domani Advisors offers ongoing investment management and reporting services tailored to each client's goals, risk tolerance, and time horizon. Domani creates an Investment Policy Statement for each client. Portfolio management includes determining investment strategy, asset allocation, and security selection. Domani primarily uses mutual funds and can also use ETFs, REITs, bonds, and individual stocks.
Assets Under Management$300M
Clients68
Advisors2
Avg. per Client$4.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $200.0M | 0.30% |
| $200M+ | 0.20% |
Fees are negotiable. Clients can elect to participate in a particular strategy with an associated Strategy Fee. The maximum combined annual fee a Client will pay for advisory fees and/or Strategy Fees is 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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