Devin Bourque is a CFP-designated registered investment advisor at Ht Partners LLC, based in Centerbrook, CT, with 13 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 121 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees typically range from 0.42% to 1.25% based on service scope and asset types. Special asset supervision may incur an additional fee of up to 1.25%.
Fee Estimator
Location
6 Main Street, Suite 312, Centerbrook, CT, 06409
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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 ActivitiesSells Insurance
Devin is the Director and Vice President of Essex Insurance Group, Inc., an insurance agency. He has been involved since 2013 and spends a few hours per week on this activity.
Employment History
Current Registrations
Ht Partners LLC
Previous Registrations
Independent Financial Partners
State Registrations1 state
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
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