Teddy Theriot
Teddy Theriot is a registered investment advisor at Belle River Capital Management LLC, based in Prairieville, LA, with 19 years of industry experience. Teddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belle River Capital Management LLC charges a quarterly fee based on the value of your investments. The annual fee ranges from 0.50% to 1.20% of your portfolio's value. The exact fee is negotiable and depends on the amount of money involved, the time required, and the responsibilities the firm assumes.
Location
Prairieville, LA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Belle River Capital Management LLC
Previous Registrations
Theriot Walston INC.
Marks Theriot Walston & Company, INC.
Deutsche Investment Management Americas INC.
Deutsche Bank Securities INC.
State Registrations3 states
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.