Carl Domino INC.
Assets Under Management
$76.6M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$38.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Carl Domino Inc. is a registered investment adviser offering discretionary and non-discretionary investment management services. They tailor investment advice to meet client needs, focusing on large-cap value stocks with dividends. The firm also invests in bonds when appropriate and provides continuous portfolio supervision.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
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
The annual fee for investment management is 1.00% of assets under management. Clients referred by existing clients receive a flat 0.90% rate. For clients prior to 2016, the fee is 1.00% on the first $500,000, 0.80% on the next $500,000, and 0.60% on the remainder. Fees are billed quarterly in arrears. There is a preference for a $100,000 minimum account size.
Areas of Practice
Location
220 Quadrille Blvd., Ste. 220, West Palm Beach, FL, 33401