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Dominic Piazza

Advisor at Front Street Capital Management, Inc.

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Front Street Capital Management, Inc. logo

Firm

Front Street Capital Management, Inc.

Location

Missoula, MT 59802

Credentials

Series 65

Industry experience

7 years

About

Dominic Piazza is a financial advisor at Front Street Capital Management, Inc. in Missoula, MT, holding a Series 65 designation with seven years of industry experience. He has been with Front Street Capital Management since 2015, with a brief period of extended travel from 2017 to 2018. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million, serving individual clients, pension and charitable accounts, and investment company clients. The firm employs a bottom-up, long-term fundamental approach to equities and offers specialized strategies, including managing a publicly registered mutual fund, the Tarkio Fund.

Client services

Based on Front Street Capital Management, Inc.

Portfolio management Consulting

Expertise

Based on Front Street Capital Management, Inc.

Concentrated stock management Active portfolio management Options & derivatives strategies

Fee options

Fixed

$50 to $500 fixed fee arrangements for consulting services

Percentage

$0+: Equity Portfolio Management: typically 1% annually (minimum $100,000 recommended) $0+: Mutual Fund Portfolio Management: typically 0.375% annually (no minimum) $0+: Fixed Income Portfolio Management: typically 0.10% to 0.30% annually (minimum $100,000 recommended) $0+: Delano Portfolio Management: up to 1.0% annually (no minimum)

Project-based

$50 to $100 per hour

Other

Account minimum: $100,000 for Equity and Fixed Income Portfolio Management services; no minimum for Mutual Fund and Delano Portfolio Management services; no stated minimum for Consulting Services Fee-only: Investment advisory fees based on percentage of assets under management; no commissions charged by FSCM.

Location

218 East Front Street, Suite 205

Missoula, MT 59802

Most active in

Montana

Work history

Front Street Capital Management, Inc.

2018 - Present (8 years)

Extended Travel

2017 - 2018 (1 year)

Front Street Capital Management, Inc.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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