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Gerald Dombrowski

16 Years of Experience
Canton, OH

Gerald Dombrowski is a registered investment advisor at Buttonwood Advisors, LLC, based in Canton, OH, with 16 years of industry experience. Gerald 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 ValueAnnual Fee
Up to $500K2.00%
$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

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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
Buttonwood Advisors, LLC
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Helios Investments INC
October 2009 - November 2009 · 1 mo
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.
Gerald Dombrowski - Financial Advisor | TrueAdvisor