Carl Domino Inc. provides investment management services on a discretionary or non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm tailors its investment advice to meet clients' needs and investment objectives. CDI focuses on large-cap value stocks that pay a dividend, preferably with over a 1.8% yield, and also invests in bonds when needed or when deemed appropriate.
Assets Under Management$67M
Clients54
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $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
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Estimated Annual Fee
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