Dominic Fullerton is a registered investment advisor at Invisor, based in Seneca, KS, with 2 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 265 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for accounts over $10,000,000. Investment Management Only fees are lower. Wealth Launch fees are lower still for accounts under $500,001.
Fee Estimator
Location
225 Main Street, Suite 100, Seneca, KS, 66538
Get directionsHistory
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 →Other Business Activities
Dominic sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
Employment History
Current Registrations
Invisor
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
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.