Andrea Dubuc is a CFP-designated registered investment advisor at Ballentine Partners, based in Wolfeboro, NH, with 20 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 353 clients with $15B 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 |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
15 N. Main Street, Suite 6, Wolfeboro, NH, 03894
Get directionsHistory
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 Activities
Andrea is the treasurer for Back Bay Hockey, performing tasks such as QuickBooks data entry, bill pay, and generating financial reports. This activity is not compensated and occurs outside of business hours.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Ballentine Finn & CO 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.
Exams
More Advisors
- Heather Long, CFPBallentine Partners
- Samuel Gough, CFPBallentine Partners
- Emily Dunford, CFPBallentine Partners
- Edward Ronan, CFPLPL Financial LLC
- Stuart Hawver, CFAStu Hawver, CFA, MBA, LLC
- Gregory Evans, CFPF L Putnam Investment Management CO.