CD
CD
Charlene Dombrowski
14 Years of Experience
Canton, OH
1 Disclosure
Charlene Dombrowski is a registered investment advisor at Buttonwood Advisors, LLC, based in Canton, OH, with 14 years of industry experience. Charlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $2.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
32 clients
Average Client Portfolio
$73K average
Assets Under Management
$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Canton, OH
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2011Closed-No Action
Employment History
Current Registrations
Buttonwood Advisors, LLC
March 2011 - Present · 15 yrs 2 mos
State Registrations1 state
OH
Advisor
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.