Tabitha Terese Letourneau Meyerer

CFP

22 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningEducation PlanningInvestment Management

Fiduciary Family Office, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

45 clients

Average Client Portfolio

$15.5M average

Assets Under Management

$696.1M

Fee Structure

Minimum Investment:$2M

Minimum Annual Fee:$20,000

Location

150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432

Get directions

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.

Employment History

Current Registrations

Fiduciary Family Office, LLC

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Goldman Sachs Personal Financial Management

November 2012 - August 2023 · 10 yrs 9 mos

Excelsior Capital Advisors, LLC

September 2007 - December 2012 · 5 yrs 3 mos

Carl Domino INC.

September 2005 - August 2007 · 1 yr 11 mos

Rsm Mcgladrey, INC.

July 2003 - August 2005 · 2 yrs 1 mo

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.