Leo Theriault is a registered investment advisor at Family Wealth Partners Concord, INC, based in Concord, NC, with 11 years of industry experience. Leo 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 139 clients with $39M 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 - $1.0M | 0.70% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
No fee on 100% fixed income portfolio for emergency reserves or donor advised fund for charitable giving. Fees are not negotiable.
Fee Estimator
Location
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Family Wealth Partners Concord, INC
State Registrations1 state
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