David Labourdette is a registered investment advisor at &partners, based in Lansing, NY, with 7 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
3105 North Triphammer Road, Suite 3, Lansing, NY, 14882
Get directionsHistory
Regulatory History (1)
Financial
August 2017Other Business Activities
David serves as a Trustee and Chairman for Grace Chapel Independent Bible Church, overseeing church finances. This involves monthly meetings and minimal time commitment.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations36 states
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
More Advisors
- David Labourdette&partners
- Kevin Labourdette, CFP&partners