Dominion Financial Consultants, LLC
Assets Under Management
$19.1M
Number of Clients
19
Number of Advisors
1
Average Client AUM
$1.0M
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dominion Financial Consultants, LLC provides comprehensive financial planning and wealth management services to individuals and small businesses. Services include asset allocation, investment management, financial and retirement planning, and net worth/cash flow planning. They also offer business consulting services including tax and accounting guidance, retirement plan management, and exit strategy development.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiable depending on circumstances.
Fee Estimator
Dominion Financial charges an hourly fee (up to $450/hour) for consulting services like budgeting, tax, and estate planning. They may also charge project-specific fees. Some clients pay a monthly retainer fee for ongoing comprehensive financial services, ranging from $1,000 to $15,000 per month. For investment management, they typically charge 1% of assets under management, billed quarterly in arrears. This fee may be negotiable. There is no stated minimum annual fee or minimum investment amount.
Areas of Practice
Location
VA, United States
