Dominic Linsalata
Dominic Linsalata is a registered investment advisor at Dawson James Asset Management, INC., based in Boca Raton, FL, with 27 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.70% |
All fees are subject to negotiation at the sole discretion of DJAM.
Fee Estimator
Location
2700 N. Military Trail, Suite 100, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (4)
Judgment / Lien
June 2023Customer Dispute
February 2020Customer Dispute
July 2018Customer Dispute
October 2015Other Business Activities
Dominic is a member of Sixth Borough Capital Management LLC, a private investment fund, since 2021. He dedicates about a quarter of his time as a managing member of the fund.
Employment History
Current Registrations
Dawson James Asset Management, INC.
Dawson James Securities, INC.
Dawson James Securities, INC.Broker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Dawson James Securities, INC.Broker
Chelsea Financial ServicesBroker
Paulson Investment Company, INC.Broker
Gunnallen Financial, INCBroker
National Securities CorporationBroker
Dawson James Securities, INC.Broker
Viewtrade FinancialBroker
Sal Financial Services, INC.Broker
Sterling Financial Investment Group, INC.Broker
Gunnallen Financial, INCBroker
Cantella & CO., INC.Broker
Carnegie Investor Services INC.Broker
Royce Investment Group, INC.Broker
Kensington Wells IncorporatedBroker
Royce Investment Group, INC.Broker
State Registrations14 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.