DL
CFP
DL
CFP

Daosith Samuel Lemay

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.93%
$5.0M - $10.0M0.80%
$10M+0.60%

Advisory Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

40 Mill Street, Wolfeboro, NH, 03894

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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.

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Employment History
Current Registrations
F L Putnam Investment Management CO.
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Financial Focus, INC.
August 2008 - July 2019 · 10 yrs 11 mos
Ameriprise Financial Services, INC.
December 2004 - July 2008 · 3 yrs 7 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.