William Haring is a registered investment advisor at Dominari Securities LLC, based in New York, NY, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.
Fee Estimator
Location
725 Fifth Avenue, 23rd Fl., New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dominari Securities LLC
Dominari Securities LLCBroker
State Registrations12 states
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