Advisor at Verity Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Verity Asset Management
Location
Roseville, CA
Credentials
Series 63, Series 65
Industry experience
< 1 year
Dominik Machado is an advisor at Verity Asset Management with Series 63 and Series 65 designations. He has one year of industry experience and has held roles at Verity Asset Management and Teacher's Pension and Insurance Services, where he also works as an insurance agent. Prior to his advisory career, he has experience in education and other industries. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
Roseville, CA
California · Texas
Verity Asset Management
2025 - Present (1 year)
Teacher's Pension and Insurance Services, Inc.
2025 - Present (1 year)
J&H Builder's Warehouse
2022 - 2023 (1 year)
University of California Merced
2021 - 2022 (1 year)
Turlock Unified School District
2021 - 2025 (4 years)
UnEMPLOYED
2019 - 2021 (2 years)
Kalunian & Milliken, LLP
2018 - 2019 (1 year)
UnEMPLOYED
2018 - 2018 (1 year)
Mach 6 Farms
2016 - 2018 (2 years)
Moore's Karate Turlock
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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