Doug Graumann
Doug Graumann is a registered investment advisor at Dominion Portfolio Management, INC., based in Wenatchee, WA, with 31 years of industry experience. Doug operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 616 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are negotiable.
Fee Estimator
Location
101 S Wenatchee Avenue, Suite C, Wenatchee, WA, 98801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dominion Portfolio Management, INC.
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Dominion Portfolio Management, INC.
Dominion Investor Services, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Key Investments INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.