AL
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Andre Laplante
15 Years of Experience
Portsmouth, NH
1 Disclosure
Andre Laplante is a registered investment advisor at Capital Design Private Wealth LLC, based in Portsmouth, NH, with 15 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 264 clients with $96M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
264 clients
Average Client Portfolio
$364K average
Assets Under Management
$96.0M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
36 Maplewood Avenue, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2014Settled
Employment History
Current Registrations
Capital Design Private Wealth LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
March 2015 - March 2019 · 4 yrs
Ameriprise Financial Services, INC.Broker
February 2015 - March 2019 · 4 yrs 1 mo
Strategic Advisers, INC.
November 2011 - December 2014 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
June 2010 - December 2014 · 4 yrs 6 mos
State Registrations5 states
LAMAMENHTX
Advisor
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Exams
No exam information available for this advisor.