Jon Dabareiner is a ChFC-designated registered investment advisor at Lombard Advisers Incorporated, based in Hardy, VA, with 36 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 955 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
40 Village Springs Drive, Suite 22, Hardy, VA, 24101
Get directionsHistory
Regulatory History (17)
Regulatory
September 2018Employment Separation After Allegations
September 2017Customer Dispute
September 2017Regulatory
December 2014Customer Dispute
February 2013Customer Dispute
February 2013Employment Separation After Allegations
February 2013Customer Dispute
January 2010Customer Dispute
December 2009Customer Dispute
November 2009Customer Dispute
January 2009Customer Dispute
May 2006Customer Dispute
July 2005Customer Dispute
July 2004Customer Dispute
September 2003Customer Dispute
August 2000Customer Dispute
June 1999Other Business Activities
Jon owns commercial and single-family real estate, as well as a partnership to hold building real estate. He also serves on the board of directors for Smith Mtn Lake Boating Assoc, dedicating minimal time to each activity.
Employment History
Current Registrations
Lombard Advisers Incorporated
Previous Registrations
Concord Wealth Partners
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.