Charles Lombardo is a registered investment advisor at Delta Capital Management, INC., based in Powell, OH, with 13 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
DCM may elect to discount the DCM Fee under certain circumstances.
Fee Estimator
Location
Powell, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Delta Capital Management, INC.
Previous Registrations
Delta Capital Management, INC.
State Registrations1 state
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