Rix
Smith
Dominion Portfolio Management, Inc
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About this Advisor
Rix Smith is a financial advisor operating out of Horseshoe Bay, Texas with 27 years of industry experience. Smith is currently employed by Dominion Portfolio Management, Inc. During their career, the advisor has held roles at Dominion Investor Services, Inc, Dominion Portfolio Management, Inc and Gqo Investment Advisors, Inc. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Dominion Portfolio Management, Inc is a firm based out of Horseshoe Bay, TX. The company has offices in 14 locations and a total of 21 people on staff. It oversees $188 million in assets under management between its 922 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 922 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Dominion Portfolio Management, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Dominion Portfolio Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dominion Portfolio Management, Inc Brokerage Details
$188,055,684
21
922
$203,965
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Rix Smith Work History
Rix has been registered as a financial advisor for 27 years.*
Gqo Investment Advisors, Inc
Dominion Portfolio Management, Inc
Dominion Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rix Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dominion Portfolio Management, Inc
Canton, TX
Wenatchee, WA
Carthage, TX
Horseshoe Bay, TX
Kansas City, MO
Houston, TX
Jasper, TX
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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