DD
DD

Dennis Chapman Delphenich

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
727 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

67 Rhoads Center Drive, Centerville, OH, 45458

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gfp Private Wealth
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Capital Portfolio Advisors, INC.
February 2003 - January 2024 · 20 yrs 11 mos
State Registrations2 states
FLOH
Advisor
Exams
No exam information available for this advisor.