Dominion Wealth Management provides investment management services as a wrap program sponsor. This includes portfolio evaluation, assessing investment objectives, strategic asset allocation, security selection, and ongoing portfolio management. Dominion Wealth also offers financial planning services, including cash management, risk management, insurance, education funding, goal setting, and retirement planning. Basic financial planning is included in the asset-based fee. Dominion Wealth may allocate client assets to third-party money managers.
Assets Under Management$55M
Clients124
Advisors3
Avg. per Client$450K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.39% |
| $250K - $500K | 1.29% |
| $500K - $1.0M | 1.19% |
| $1.0M - $2.5M | 1.09% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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