Leonard Turcotte is a registered investment advisor at Blueline Advisors, based in Exeter, NH, with 13 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 132 clients with $210M 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 | 1.50% |
The annual fee is up to 1.50% and is negotiable at the discretion of the Advisor.
Fee Estimator
Location
99 Water Street, Suite 3, Exeter, NH, 03833
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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 →Employment History
Current Registrations
Blueline Advisors
Previous Registrations
Blueline Advisors
State Registrations1 state
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