Domain Money Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
15
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fixed/Hourly
About This Firm
Domain Money Advisers, LLC offers financial planning and consulting services to clients, including asset allocation, portfolio reviews, cash flow and budgeting, retirement planning, real estate analysis, risk management, and estate planning. Services are delivered via the Domain Money app and through certified financial planners (CFPs). They offer three membership plans with varying levels of service and access to advisors.
Fee Structure
Domain Money Advisers offers financial planning services for a fixed annual fee, with three plan levels: Essentials ($3,200 year 1, $1,800 annually), Strategic ($4,500 year 1, $2,500 annually), and Comprehensive ($7,800 year 1, $4,500 annually). Additional assistance outside the scope of the plans is billed hourly at $500/hour, assessed in 30-minute increments. A 10% deposit is required to initiate services, and ad-hoc coaching sessions require 100% upfront payment.
Areas of Practice
Location
594 Broadway, Suite 502, New York, NY, 10012