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Charles J Lombardo

13 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$260K average
Assets Under Management
$7.0M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.75%

DCM may elect to discount the DCM Fee under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Powell, OH

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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
Delta Capital Management, INC.
February 2017 - Present · 9 yrs
Previous Registrations
Delta Capital Management, INC.
August 2012 - December 2016 · 4 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.