Dominion Financial Advisors is a fee-only registered investment advisor offering financial planning and investment management services. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. Dominion offers Foundational, Sustaining, and Project-Based financial planning. Investment management is offered only to Sustaining Financial Planning clients, but this requirement may be waived. Dominion primarily advises on stocks, bonds, mutual funds, and ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Plus a $250 annual administrative fee per managed account. Investment Management Services are only available to Sustaining Planning Clients at their option. At no point will the combined fee charged to the Client exceed 2% of assets under management. Fees are negotiable.