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Lorraine Dimartino

Capital Synergy Partners
29 Years of Experience
Omaha, NE
BrokerSells Insurance
View SEC Summary
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Lorraine Dimartino is a registered investment advisor at Capital Synergy Partners, based in Omaha, NE, with 29 years of industry experience. Lorraine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

706 North 129th Street, Suite 105, Omaha, NE, 68154

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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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Other Business ActivitiesSells Insurance

Lorraine is the president of DiMartino & Associates, Inc., an insurance brokerage, since 1996. She spends about half her time selling health insurance, Medicare supplements, life insurance, and long-term care insurance.

Employment History
Current Registrations
Capital Synergy Partners
June 2012 - Present · 14 yrs 4 mos
Capital Synergy PartnersBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Financial West Group
October 2007 - December 2011 · 4 yrs 2 mos
Financial West GroupBroker
January 2006 - December 2011 · 5 yrs 11 mos
Ing Financial Partners, INC.Broker
January 2005 - December 2005 · 11 mos
Mutual of Omaha Investor Services, INC.Broker
February 1997 - January 2005 · 7 yrs 11 mos
State Registrations7 states
CACOGANENYTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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