Dominari Securities provides investment management and advice through both discretionary and non-discretionary accounts. The firm also offers fee-based financial planning and consulting services, including financial plan preparation, estate planning, and college planning. Dominari tailors its advisory services to individual client needs and goals, and clients may request reasonable investment restrictions.
Assets Under Management$42M
Clients235
Advisors14
Avg. per Client$180K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...