How does the advisor help clients – Key Takeaways:
DOMINION WEALTH ADVISORS, LLC is a leading financial advisory firm that provides expert guidance to clients seeking to achieve their financial goals. With a team of experienced professionals and a wide range of services, DOMINION WEALTH ADVISORS, LLC is dedicated to helping clients navigate the complex world of personal finance and reach their full wealth potential. Their comprehensive approach and personalized strategies make them a top choice for individuals, families, and businesses looking for reliable financial advice.
Facts and Insights
DOMINION WEALTH ADVISORS, LLC has been in the business of wealth management since 2002 and has a strong reputation for delivering exceptional results. Their team consists of over 30 highly skilled and knowledgeable advisors who have a deep understanding of the financial markets and various investment strategies. This expertise allows them to provide sound financial advice and create customized solutions for each of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $2.6 billion | 30+ |
Financial Services Offered
DOMINION WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their goals. These include investment management, retirement planning, risk management, tax planning, and more. They use a comprehensive approach to develop personalized strategies that take into account each client’s unique circumstances and objectives. This ensures that clients receive tailored solutions that address their specific needs and align with their long-term financial goals.
Client Types
DOMINION WEALTH ADVISORS, LLC serves a diverse client base that includes individuals, families, and businesses. Their services are designed to meet the needs of affluent individuals, high-net-worth families, and successful entrepreneurs. They also work with businesses of all sizes, providing them with valuable guidance and support in managing their finances and investments.
Fees & Compensation
DOMINION WEALTH ADVISORS, LLC is a fee-based financial advisory firm, which means they charge a fee for their services rather than earning commissions from selling financial products. This fee structure ensures that their advisors are always acting in the best interests of their clients and helping them achieve their financial goals without any conflicts of interest. The exact fees for their services may vary depending on the complexity of the client’s needs and the services provided. Clients can get a more detailed breakdown of fees upon request.
Background
DOMINION WEALTH ADVISORS, LLC was founded in 2002 and has since grown to become a leading financial advisory firm in the industry. The company has a strong track record of success and has received numerous accolades for their work, including being named one of the top wealth management firms by Barron’s. They continue to evolve and innovate to provide the best possible services to their clients and help them achieve their financial goals.
Financial Advisor Disclosures to Know
DOMINION WEALTH ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This requires them to adhere to strict regulations and ethical standards to protect the interests of their clients. Additionally, all their advisors are required to disclose any conflicts of interest or potential risks related to their services. These disclosures are available upon request and are also included in their Form ADV Part II brochure.