Stephanie
Acosta
Dominion Portfolio Management, Inc
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About this Advisor
Stephanie Acosta is a financial advisor based out of Jasper, Texas with 3 years of relevant experience. Acosta works at Dominion Portfolio Management, Inc. Acosta has gained experience at Jackson Abstract, Dominion Investor Services, Inc and Texas Financial Center. Acosta holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Dominion Portfolio Management, Inc is a registered investment business based out of Horseshoe Bay, TX. The investment advisory business has offices in 14 locations and a total of 21 financial advisors. It manages $188 million in assets under management between its 922 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 922 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Dominion Portfolio Management, Inc offers portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on the financial services. Fee types 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
Stephanie Acosta Work History
Stephanie has been registered as a financial advisor for 3 years.*
Dominion Investor Services, Inc
Texas Financial Center
Jackson Abstract
*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 Stephanie Acosta 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
Houston, TX
Horseshoe Bay, TX
Kansas City, MO
Kansas City, MO
Jasper, TX
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