LA
LA

Lindsey E Allard

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
405 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.20%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.10%
$10M+1.00%

Fees are subject to negotiation.

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

Location

3 Enterprise Drive, Suite 410, Shelton, CT, 06484

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.

Learn about disclosures →
Employment History
Current Registrations
Beirne.
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - January 2012 · 4 yrs 1 mo
State Registrations7 states
CACTFLNJNYPATX
Advisor
Exams
No exam information available for this advisor.