Dornick Wealth Management provides continuous advice to clients regarding the investment of their funds based on their individual needs. Dornick develops a personal investment policy or plan with an asset allocation target and manages a portfolio based on that policy. At no additional fee, Dornick also provides clients with a financial plan covering areas such as net worth, cash flow, insurance, employee benefits, retirement planning, college planning, and estate planning.
Assets Under Management$61M
Clients26
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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