Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
15
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fixed/Hourly
Domain Money Advisers offers financial planning and consulting services, including asset allocation, portfolio reviews, retirement planning, real estate analysis, risk management, and estate planning. Services are delivered via the Domain Money app and through CFP® professionals. They offer three membership plans with varying levels of access and services, renewed annually on a fixed-fee basis.
They offer three membership plans: Essentials ($1,800/year renewal), Strategic ($2,500/year renewal), and Comprehensive ($4,500/year renewal). These plans include financial plan updates, live meetings, and unlimited advisor access via email or chat.
Initial financial plans cost $3,200 (Essentials), $4,500 (Strategic), or $7,800 (Comprehensive) for the first year. Additional assistance outside the plan scope is billed hourly at $500/hour.
594 Broadway, Suite 502, New York, NY, 10012