CH
CH

Celine Herault

10 Years of Experience
Sint Maarten

Celine Herault is a registered investment advisor at I-Cthru INC., based in Sint Maarten, with 10 years of industry experience. Celine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 16 clients with $3.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
16 clients
Average Client Portfolio
$221K average
Assets Under Management
$3.5M

Fee Structure

Minimum Investment:$10K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable. For qualified clients, there is an option for a 1% management fee plus a 10% performance fee with a high water mark.

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

Location

Sint Maarten

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
I-Cthru INC.
January 2016 - Present · 10 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Celine Herault - Financial Advisor | TrueAdvisor