Dominari Securities LLC
Assets Under Management
$41.6M
Number of Clients
235
Number of Advisors
11
Average Client AUM
$177K
AUM per Advisor
$3.8M
Compensation
Fee-Only (AUM)
About This Firm
Dominari Securities LLC provides tailored advisory services including discretionary and non-discretionary investment management, and financial planning. They offer consulting services and manage portfolios using a combination of individual securities and approved outside investment managers. Advisory services are tailored to individual client needs and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
DS may charge a lesser fee than set forth above on all or a portion of the assets held in an advisory account based upon certain criteria.
Fee Estimator
You'll pay an annual advisory fee based on the value of your assets under management. For example, the fee is 1.25% on the first $5 million. Fees are deducted quarterly in advance. A separate fee may be charged on "held away" assets, generally 1.25%. Clients also incur fund management fees and other embedded costs. An annual administrative fee of up to 0.07% is charged to cover custodial fees. DS may negotiate a lower fee based on certain criteria.
Areas of Practice
Location
725 Fifth Ave., 23rd Fl., New York, NY, 10022