About Dominion Portfolio Management, Inc.
Dominion Portfolio Management, Inc. is a financial firm that specializes in managing investments for their clients. With years of experience in the industry, the advisors at Dominion Portfolio Management, Inc. have become experts in providing financial guidance and support to clients.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized investment plans based on individual client goals and risk tolerance
- Constantly monitors and adjusts investments to align with market trends and changes
- Offers a wide range of financial services to meet the diverse needs of clients
- Serves a variety of client types, including individuals, families, and businesses
- Transparent about fees and compensation structure
Facts and Insights
According to data from SEC.gov, as of December 31, 2020, Dominion Portfolio Management, Inc. has $1.5 billion assets under management. They have 15 advisors and have been in business for 20 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 20 years |
Financial Services Offered
Dominion Portfolio Management, Inc. offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education savings planning
- And more
Client Types
Dominion Portfolio Management, Inc. caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporate executives
- Non-profit organizations
- And more
Fees & Compensation
Dominion Portfolio Management, Inc. is committed to transparency and provides clear information about their fees and compensation structure. They charge a percentage of assets under management as their fee, which can range from 0.5%-1% depending on the size of the portfolio. They do not receive any commissions or compensation from third-party products, ensuring that their recommendations are solely based on the best interest of their clients.
Background
Dominion Portfolio Management, Inc. was founded in 2001 by financial experts who saw a need for personalized and transparent investment management services. Since then, the firm has grown to become a reputable and trusted advisor in the financial industry, assisting clients in achieving their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to understand any potential conflicts of interest that their financial advisor may have. Dominion Portfolio Management, Inc. believes in full transparency and discloses the following information:
- The firm’s advisors may receive compensation from outside sources for recommending certain investment products.
- The firm does not actively trade in client accounts and does not charge transaction fees.
- The firm does not have any legal or disciplinary actions against it or its advisors.