Andre Coulombe
Andre Coulombe is a CFP-designated registered investment advisor at Coulombe and Sons Wealth Management, based in Woodland Hills, CA, with 24 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
21300 Victory Boulevard, Suite 300, Woodland Hills, CA, 91367
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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 →Other Business ActivitiesSells Insurance
Andre is the owner of Coulombe & Sons, involved in both investment-related sales and non-investment related management/consulting. He is also a registered representative with St. Bernard Financial Services, CEO/Tax Preparer of Coulombe And Sons Financial Management, CEO/Insurance Agent for Coulombe And Sons Insurance Services, and a Special Assistant to the Commanding General in the California State Guard.
Employment History
Current Registrations
Coulombe and Sons Wealth Management
Previous Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Keystone Capital Corporation
Keystone Capital CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.