Leo Theriault is a registered investment advisor at Family Wealth Partners Concord, INC, based in Concord, NC, with 12 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. 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% |
Fees are not negotiable. 100% fixed income portfolios for emergency reserves and donor-advised funds are charged 0.00%.
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.
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
Family Wealth Partners Concord, INC
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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