Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges $3,125 per quarter ($12,500 per year) for ongoing financial planning services, which includes investment management at no additional cost. If a third-party manager is engaged, they may charge a separate fee. Fees may be directly debited from client accounts. The minimum account size is $1,000,000 in investable assets, but this is negotiable in some cases.
Areas of Practice
Advisor Information
Office location
West Chester, PA
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Dominic Joseph CorabiRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dominic owns a rental property since 2012. He spends minimal time collecting rent and coordinating maintenance.
Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Credit Suisse Securities (usa) LLC
Credit Suisse Securities (usa) LLCBroker
State Registrations2 states
Exams
Additional Information
Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania.