David Labourdette is a registered investment advisor at &partners, based in Lansing, NY, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3105 North Triphammer Road, Suite 3, Lansing, NY, 14882
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2003Denied
Employment History
Current Registrations
&partnersBroker
October 2024 - Present · 2 yrs
&partners
October 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
August 2009 - October 2024 · 15 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2006 - October 2024 · 18 yrs 5 mos
Citigroup Global Markets INC.Broker
March 2000 - May 2006 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - April 2000 · 5 yrs 11 mos
State Registrations36 states
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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.
More Advisors
- David Labourdette&partners
- Kevin Labourdette, CFP&partners