Seiichi Shinomiya is a registered investment advisor at Dorado Wealth Management LLC, based in Port Washington, NY, with 25 years of industry experience. Seiichi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dorado Wealth Management charges an annual fee based on a percentage of your portfolio. This fee ranges from 1% to 2.5%, depending on the amount you invest. The fee is billed quarterly. At times, a flat quarterly fee will be charged instead of one determined solely by the per cent of assets under management when it is more economical for the client. Fixed fees will be determined on a case-by-case basis and will be fully disclosed in the client’s Investment Management Agreement Fixed fees will not exceed 3%.
Location
Port Washington, NY
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Regulatory History (1)
Employment Separation After Allegations
January 2025Employment History
Current Registrations
Dorado Wealth Management LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Western International Securities
Western International Securities, INC.Broker
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Chase Securities, INC.Broker
State Registrations1 state
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