Theodore Leclair is a registered investment advisor at 994 Group, based in Austin, TX, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 214 clients with $240M 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 $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1207 W. Mary Street, Austin, TX, 78704
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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 Activities
Theodore is a Rear Admiral in the United States Navy Reserve. He is also a partner in Saltwater Leadership, a leadership and consulting firm, dedicating a variable amount of time each month.
Employment History
Current Registrations
994 Group
Previous Registrations
994 Group
Natixis Distribution, L.P.Broker
State Registrations1 state
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