Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc. is a SEC registered investment advisor founded in 1995 and based in Texas. The firm specializes in fee-based portfolio asset management, offering discretionary and non-discretionary portfolio management services. Clients granting discretionary authority allow the firm to formulate investment strategies and make transactions without prior approval. Non-institutional clients are required to complete an investor profile to tailor the portfolio. The firm primarily invests in individual securities, ETFs, and mutual funds. The annual fee for portfolio management services is 2.65% of assets under management, billed quarterly. The firm may use third-party money managers and does not charge performance-based fees. Clients must have a minimum of $50,000 to open and maintain an advisory account, which may be waived at the firm's discretion. The firm's investment strategies include fundamental and technical analysis, long-term trading, and short-term trading, with a focus on risk management. Dominion Portfolio Management, Inc. is a fiduciary and acts in the best interest of clients. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Clients may request advice on corporate actions and proxy voting rights. The firm has no financial impairment and has never filed for bankruptcy protection.