MD
MD

Mason Domino

3 Years of Experience

Mason Domino is a registered investment advisor at Carl Domino INC., based in West Palm Beach, FL, with 3 years of industry experience. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
54 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$66.7M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Annual fee is 1.00% of the market value of your assets under management. Referrals of new clients from existing clients receive flat 0.90% on the new account and the person who referred the new account also gets that rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 Quadrille Blvd., Ste. 220, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Carl Domino INC.
November 2022 - Present · 3 yrs 5 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.